JPLA
Joseph P. Lucia & Associates’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,152
| Closed | -$195K | – | 119 |
|
|
2023
Q1 | $195K | Sell |
10,152
-83
| -0.8% | -$1.6K | 0.14% | 115 |
|
|
2022
Q4 | $188K | Buy |
+10,235
| New | +$188K | 0.14% | 110 |
|
|
2022
Q3 | – | Sell |
-3,029
| Closed | -$64K | – | 405 |
|
|
2022
Q2 | $64K | Sell |
3,029
-31
| -1% | -$655 | 0.05% | 166 |
|
|
2022
Q1 | $72K | Buy |
+3,060
| New | +$72K | 0.04% | 172 |
|
|
2021
Q4 | – | Sell |
-2,690
| Closed | -$73K | – | 505 |
|
|
2021
Q3 | $73K | Sell |
2,690
-66
| -2% | -$1.79K | 0.04% | 189 |
|
|
2021
Q2 | $79K | Sell |
2,756
-1,304
| -32% | -$37.4K | 0.05% | 190 |
|
|
2021
Q1 | $123K | Buy |
4,060
+300
| +8% | +$9.09K | 0.05% | 141 |
|
|
2020
Q4 | $108K | Buy |
+3,760
| New | +$108K | 0.08% | 143 |
|
|
2020
Q3 | – | Sell |
-5,047
| Closed | -$153K | – | 416 |
|
|
2020
Q2 | $153K | Buy |
5,047
+35
| +0.7% | +$1.06K | 0.14% | 103 |
|
|
2020
Q1 | $146K | Buy |
5,012
+481
| +11% | +$14K | 0.16% | 94 |
|
|
2019
Q4 | $177K | Sell |
4,531
-430
| -9% | -$16.8K | 0.16% | 102 |
|
|
2019
Q3 | $188K | Buy |
4,961
+136
| +3% | +$5.15K | 0.19% | 93 |
|
|
2019
Q2 | $162K | Sell |
4,825
-132,902
| -96% | -$4.46M | 0.17% | 92 |
|
|
2019
Q1 | $4.25K | Buy |
+137,727
| New | +$4.25K | 0.32% | 59 |
|