JPLA
Joseph P. Lucia & Associates’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,200
| Closed | -$13K | – | 390 |
|
|
2022
Q2 | $13K | Hold |
2,200
| – | – | 0.01% | 295 |
|
|
2022
Q1 | $15K | Buy |
+2,200
| New | +$15K | 0.01% | 294 |
|
|
2021
Q4 | – | Sell |
-2,241
| Closed | -$14K | – | 477 |
|
|
2021
Q3 | $14K | Buy |
2,241
+1
| +0% | +$6 | 0.01% | 349 |
|
|
2021
Q2 | $15K | Hold |
2,240
| – | – | 0.01% | 349 |
|
|
2021
Q1 | $14K | Hold |
2,240
| – | – | 0.01% | 332 |
|
|
2020
Q4 | $14K | Buy |
+2,240
| New | +$14K | 0.01% | 305 |
|
|
2020
Q3 | – | Sell |
-2,351
| Closed | -$14K | – | 401 |
|
|
2020
Q2 | $14K | Hold |
2,351
| – | – | 0.01% | 282 |
|
|
2020
Q1 | $12K | Buy |
2,351
+50
| +2% | +$255 | 0.01% | 274 |
|
|
2019
Q4 | $16K | Buy |
2,301
+50
| +2% | +$348 | 0.01% | 268 |
|
|
2019
Q3 | $14K | Sell |
2,251
-15,270
| -87% | -$95K | 0.01% | 282 |
|
|
2019
Q2 | $98K | Buy |
17,521
+4,664
| +36% | +$26.1K | 0.1% | 122 |
|
|
2019
Q1 | $2.15K | Buy |
+12,857
| New | +$2.15K | 0.16% | 84 |
|