JPLA
Joseph P. Lucia & Associates’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-360
| Closed | -$43K | – | 386 |
|
|
2022
Q2 | $43K | Hold |
360
| – | – | 0.03% | 191 |
|
|
2022
Q1 | $46K | Buy |
+360
| New | +$46K | 0.03% | 196 |
|
|
2021
Q4 | – | Sell |
-360
| Closed | -$42K | – | 472 |
|
|
2021
Q3 | $42K | Hold |
360
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $44K | Hold |
360
| – | – | 0.03% | 228 |
|
|
2021
Q1 | $42K | Hold |
360
| – | – | 0.02% | 219 |
|
|
2020
Q4 | $38K | Buy |
+360
| New | +$38K | 0.03% | 210 |
|
|
2020
Q3 | – | Sell |
-225
| Closed | -$21K | – | 395 |
|
|
2020
Q2 | $21K | Hold |
225
| – | – | 0.02% | 241 |
|
|
2020
Q1 | $18K | Hold |
225
| – | – | 0.02% | 234 |
|
|
2019
Q4 | $24K | Hold |
225
| – | – | 0.02% | 229 |
|
|
2019
Q3 | $23K | Hold |
225
| – | – | 0.02% | 232 |
|
|
2019
Q2 | $23K | Sell |
225
-22,492
| -99% | -$2.3M | 0.02% | 232 |
|
|
2019
Q1 | $225 | Buy |
+22,717
| New | +$225 | 0.02% | 211 |
|