JPLA
Joseph P. Lucia & Associates’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-60
| Closed | -$2K | – | 401 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 409 |
|
|
2021
Q4 | – | Sell |
-880
| Closed | -$36K | – | 496 |
|
|
2021
Q3 | $36K | Hold |
880
| – | – | 0.02% | 247 |
|
|
2021
Q2 | $36K | Hold |
880
| – | – | 0.02% | 247 |
|
|
2021
Q1 | $34K | Hold |
880
| – | – | 0.02% | 236 |
|
|
2020
Q4 | $40K | Buy |
+880
| New | +$40K | 0.03% | 201 |
|
|
2020
Q3 | – | Sell |
-880
| Closed | -$41K | – | 410 |
|
|
2020
Q2 | $41K | Hold |
880
| – | – | 0.04% | 183 |
|
|
2020
Q1 | $42K | Hold |
880
| – | – | 0.05% | 168 |
|
|
2019
Q4 | $34K | Hold |
880
| – | – | 0.03% | 205 |
|
|
2019
Q3 | $36K | Hold |
880
| – | – | 0.04% | 196 |
|
|
2019
Q2 | $34K | Sell |
880
-30,429
| -97% | -$1.18M | 0.04% | 207 |
|
|
2019
Q1 | $880 | Buy |
+31,309
| New | +$880 | 0.07% | 130 |
|