JPLA
Joseph P. Lucia & Associates’s Invesco Solar ETF TAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,693
| Closed | -$209K | – | 120 |
|
|
2023
Q1 | $209K | Sell |
2,693
-610
| -18% | -$47.4K | 0.15% | 110 |
|
|
2022
Q4 | $241K | Buy |
3,303
+20
| +0.6% | +$1.46K | 0.18% | 98 |
|
|
2022
Q3 | $242K | Buy |
3,283
+351
| +12% | +$25.9K | 0.19% | 92 |
|
|
2022
Q2 | $209K | Buy |
2,932
+100
| +4% | +$7.13K | 0.15% | 99 |
|
|
2022
Q1 | $214K | Sell |
2,832
-305
| -10% | -$23K | 0.13% | 112 |
|
|
2021
Q4 | $241K | Sell |
3,137
-160
| -5% | -$12.3K | 0.15% | 112 |
|
|
2021
Q3 | $264K | Buy |
3,297
+940
| +40% | +$75.3K | 0.16% | 111 |
|
|
2021
Q2 | $211K | Buy |
2,357
+664
| +39% | +$59.4K | 0.13% | 122 |
|
|
2021
Q1 | $155K | Buy |
1,693
+12
| +0.7% | +$1.1K | 0.07% | 129 |
|
|
2020
Q4 | $173K | Buy |
+1,681
| New | +$173K | 0.12% | 110 |
|
|
2020
Q3 | – | Sell |
-3,910
| Closed | -$141K | – | 417 |
|
|
2020
Q2 | $141K | Buy |
3,910
+2,510
| +179% | +$90.5K | 0.13% | 106 |
|
|
2020
Q1 | $35K | Buy |
+1,400
| New | +$35K | 0.04% | 186 |
|