JPLA
Joseph P. Lucia & Associates’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,187
| Closed | -$204K | – | 150 |
|
|
2024
Q4 | $204K | Hold |
9,187
| – | – | 0.09% | 136 |
|
|
2024
Q3 | $222K | Buy |
+9,187
| New | +$222K | 0.1% | 120 |
|
|
2024
Q2 | – | Sell |
-8,726
| Closed | -$203K | – | 129 |
|
|
2024
Q1 | $203K | Hold |
8,726
| – | – | 0.11% | 118 |
|
|
2023
Q4 | $208K | Buy |
+8,726
| New | +$208K | 0.13% | 111 |
|
|
2023
Q3 | – | Sell |
-9,346
| Closed | -$217K | – | 115 |
|
|
2023
Q2 | $217K | Hold |
9,346
| – | – | 0.15% | 108 |
|
|
2023
Q1 | $221K | Sell |
9,346
-2,207
| -19% | -$52.1K | 0.15% | 107 |
|
|
2022
Q4 | $259K | Sell |
11,553
-547
| -5% | -$12.3K | 0.19% | 94 |
|
|
2022
Q3 | $263K | Hold |
12,100
| – | – | 0.21% | 88 |
|
|
2022
Q2 | $291K | Sell |
12,100
-487
| -4% | -$11.7K | 0.21% | 83 |
|
|
2022
Q1 | $350K | Sell |
12,587
-9,254
| -42% | -$257K | 0.21% | 80 |
|
|
2021
Q4 | $688K | Sell |
21,841
-1,538
| -7% | -$48.4K | 0.44% | 59 |
|
|
2021
Q3 | $733K | Sell |
23,379
-1,197
| -5% | -$37.5K | 0.43% | 61 |
|
|
2021
Q2 | $781K | Sell |
24,576
-1,295
| -5% | -$41.2K | 0.47% | 59 |
|
|
2021
Q1 | $781K | Sell |
25,871
-65
| -0.3% | -$1.96K | 0.35% | 56 |
|
|
2020
Q4 | $858K | Buy |
25,936
+1,354
| +6% | +$44.8K | 0.6% | 51 |
|
|
2020
Q3 | $781K | Buy |
24,582
+4,557
| +23% | +$145K | 0.73% | 44 |
|
|
2020
Q2 | $635K | Buy |
20,025
+2,112
| +12% | +$67K | 0.57% | 51 |
|
|
2020
Q1 | $510K | Buy |
17,913
+3,633
| +25% | +$103K | 0.57% | 47 |
|
|
2019
Q4 | $430K | Hold |
14,280
| – | – | 0.39% | 64 |
|
|
2019
Q3 | $430K | Sell |
14,280
-3,980
| -22% | -$120K | 0.44% | 62 |
|
|
2019
Q2 | $525K | Sell |
18,260
-115,889
| -86% | -$3.33M | 0.55% | 48 |
|
|
2019
Q1 | $4.99K | Buy |
+134,149
| New | +$4.99K | 0.37% | 55 |
|