JPLA
Joseph P. Lucia & Associates’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
12,623
-140
| -1% | -$20.7K | 0.76% | 40 |
|
|
2025
Q1 | $1.67M | Sell |
12,763
-12
| -0.1% | -$1.57K | 0.76% | 42 |
|
|
2024
Q4 | $1.68M | Buy |
12,775
+1,873
| +17% | +$247K | 0.75% | 43 |
|
|
2024
Q3 | $1.48M | Buy |
10,902
+1,441
| +15% | +$195K | 0.68% | 45 |
|
|
2024
Q2 | $1.15M | Buy |
9,461
+778
| +9% | +$94.8K | 0.59% | 51 |
|
|
2024
Q1 | $1.09M | Buy |
8,683
+749
| +9% | +$94.3K | 0.59% | 51 |
|
|
2023
Q4 | $904K | Buy |
7,934
+516
| +7% | +$58.8K | 0.56% | 55 |
|
|
2023
Q3 | $752K | Buy |
7,418
+3,734
| +101% | +$379K | 0.53% | 55 |
|
|
2023
Q2 | $395K | Sell |
3,684
-369
| -9% | -$39.6K | 0.26% | 78 |
|
|
2023
Q1 | $410K | Sell |
4,053
-47
| -1% | -$4.76K | 0.29% | 79 |
|
|
2022
Q4 | $403K | Sell |
4,100
-262
| -6% | -$25.7K | 0.3% | 80 |
|
|
2022
Q3 | $361K | Sell |
4,362
-243
| -5% | -$20.1K | 0.28% | 76 |
|
|
2022
Q2 | $402K | Hold |
4,605
| – | – | 0.28% | 68 |
|
|
2022
Q1 | $474K | Buy |
4,605
+200
| +5% | +$20.6K | 0.29% | 67 |
|
|
2021
Q4 | $466K | Hold |
4,405
| – | – | 0.3% | 75 |
|
|
2021
Q3 | $431K | Sell |
4,405
-300
| -6% | -$29.4K | 0.26% | 88 |
|
|
2021
Q2 | $482K | Buy |
4,705
+492
| +12% | +$50.4K | 0.29% | 81 |
|
|
2021
Q1 | $415K | Buy |
4,213
+494
| +13% | +$48.7K | 0.19% | 82 |
|
|
2020
Q4 | $329K | Buy |
3,719
+506
| +16% | +$44.8K | 0.23% | 87 |
|
|
2020
Q3 | $247K | Sell |
3,213
-794
| -20% | -$61K | 0.23% | 82 |
|
|
2020
Q2 | $275K | Hold |
4,007
| – | – | 0.25% | 78 |
|
|
2020
Q1 | $236K | Sell |
4,007
-100
| -2% | -$5.89K | 0.26% | 75 |
|
|
2019
Q4 | $335K | Hold |
4,107
| – | – | 0.3% | 72 |
|
|
2019
Q3 | $319K | Buy |
4,107
+322
| +9% | +$25K | 0.33% | 69 |
|
|
2019
Q2 | $293K | Sell |
3,785
-54,260
| -93% | -$4.2M | 0.31% | 74 |
|
|
2019
Q1 | $757 | Buy |
+58,045
| New | +$757 | 0.06% | 137 |
|