JPLA
Joseph P. Lucia & Associates’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$20K | – | 366 |
|
|
2022
Q2 | $20K | Hold |
200
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $19K | Buy |
+200
| New | +$19K | 0.01% | 271 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$19K | – | 444 |
|
|
2021
Q3 | $19K | Hold |
200
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $20K | Hold |
200
| – | – | 0.01% | 315 |
|
|
2021
Q1 | $18K | Hold |
200
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 288 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$14K | – | 374 |
|
|
2020
Q2 | $14K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $15K | Hold |
200
| – | – | 0.02% | 252 |
|
|
2019
Q4 | $17K | Sell |
200
-100
| -33% | -$8.5K | 0.02% | 260 |
|
|
2019
Q3 | $23K | Hold |
300
| – | – | 0.02% | 231 |
|
|
2019
Q2 | $24K | Sell |
300
-25,292
| -99% | -$2.02M | 0.03% | 230 |
|
|
2019
Q1 | $300 | Buy |
+25,592
| New | +$300 | 0.02% | 194 |
|