JPLA
RISE

Joseph P. Lucia & Associates’s Sit Rising Rate ETF RISE Stock Holding History

Joseph P. Lucia & Associates’s Portfolio RISE Stock Details RISE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,000
Closed -$23K – 514
2019
Q3 		$23K Hold
1,000
– – 0.02% 233
2019
Q2 		$23K Sell
1,000
-22,795
-96% -$524K 0.02% 235
2019
Q1 		$1K Buy
+23,795
New +$1K 0.07% 123