JPLA
Joseph P. Lucia & Associates’s PhenixFIN PFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-450
| Closed | – | – | 363 |
|
|
2020
Q2 | $0 | Hold |
450
| – | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $0 | Hold |
450
| – | – | ﹤0.01% | 498 |
|
|
2019
Q4 | $1K | Hold |
450
| – | – | ﹤0.01% | 432 |
|
|
2019
Q3 | $1K | Hold |
450
| – | – | ﹤0.01% | 432 |
|
|
2019
Q2 | $1K | Sell |
450
-949
| -68% | -$2.11K | ﹤0.01% | 427 |
|
|
2019
Q1 | $450 | Buy |
+1,399
| New | +$450 | 0.03% | 169 |
|