JPLA
XYZ
Joseph P. Lucia & Associates’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 460 |
|
|
2022
Q2 | $0 | Sell |
1
-3
| -75% | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 433 |
|
|
2021
Q4 | – | Sell |
-39
| Closed | -$9K | – | 574 |
|
|
2021
Q3 | $9K | Hold |
39
| – | – | 0.01% | 392 |
|
|
2021
Q2 | $10K | Hold |
39
| – | – | 0.01% | 389 |
|
|
2021
Q1 | $9K | Sell |
39
-65
| -63% | -$15K | ﹤0.01% | 377 |
|
|
2020
Q4 | $23K | Buy |
+104
| New | +$23K | 0.02% | 259 |
|
|
2020
Q3 | – | Sell |
-3,520
| Closed | -$369K | – | 483 |
|
|
2020
Q2 | $369K | Buy |
3,520
+2,720
| +340% | +$285K | 0.33% | 70 |
|
|
2020
Q1 | $42K | Sell |
800
-400
| -33% | -$21K | 0.05% | 169 |
|
|
2019
Q4 | $75K | Hold |
1,200
| – | – | 0.07% | 147 |
|
|
2019
Q3 | $74K | Buy |
1,200
+600
| +100% | +$37K | 0.08% | 145 |
|
|
2019
Q2 | $44K | Buy |
+600
| New | +$44K | 0.05% | 183 |
|