JPLA
Joseph P. Lucia & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-284
| Closed | -$56K | – | 419 |
|
|
2022
Q2 | $56K | Sell |
284
-44
| -13% | -$8.68K | 0.04% | 170 |
|
|
2022
Q1 | $73K | Buy |
+328
| New | +$73K | 0.04% | 170 |
|
|
2021
Q4 | – | Sell |
-428
| Closed | -$95K | – | 528 |
|
|
2021
Q3 | $95K | Hold |
428
| – | – | 0.06% | 172 |
|
|
2021
Q2 | $100K | Buy |
428
+65
| +18% | +$15.2K | 0.06% | 170 |
|
|
2021
Q1 | $77K | Buy |
363
+15
| +4% | +$3.18K | 0.03% | 176 |
|
|
2020
Q4 | $76K | Buy |
+348
| New | +$76K | 0.05% | 163 |
|
|
2020
Q3 | – | Sell |
-534
| Closed | -$103K | – | 437 |
|
|
2020
Q2 | $103K | Sell |
534
-25
| -4% | -$4.82K | 0.09% | 134 |
|
|
2020
Q1 | $90K | Buy |
559
+56
| +11% | +$9.02K | 0.1% | 130 |
|
|
2019
Q4 | $95K | Buy |
+503
| New | +$95K | 0.09% | 136 |
|