JPLA
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Joseph P. Lucia & Associates’s S&P Global SPGI Stock Holding History

Joseph P. Lucia & Associates’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed -$2K – 493
2021
Q3 		$2K Hold
5
– – ﹤0.01% 526
2021
Q2 		$2K Hold
5
– – ﹤0.01% 527
2021
Q1 		$2K Buy
+5
New +$2K ﹤0.01% 508