JOSEPH P. LUCIA & ASSOCIATES, LLC – Transaction History
JOSEPH P. LUCIA & ASSOCIATES, LLC portfolio value:
452,000
portfolio value
JOSEPH P. LUCIA & ASSOCIATES, LLC quarter portfolio value change:
-8.05%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.81% | -601 shares | -99K | 4.95K | |
| Q2 2022 | share | Decrease | -7.26% | -435 shares | -113K | 5.56K | |
| Q1 2022 | share | Decrease | -25.31% | -2.03K shares | -161K | 5.99K | |
| Q4 2021 | share | Decrease | -20.18% | -2.02K shares | -223K | 8.02K | |
| Q3 2021 | share | Decrease | -2.66% | -275 shares | -84K | 10.05K | |
| Q2 2021 | share | Decrease | -10.49% | -1.21K shares | -70K | 10.33K | |
| Q1 2021 | share | Decrease | -6.41% | -790 shares | 34K | 11.54K | |
| Q4 2020 | share | Decrease | -15.02% | -2.18K shares | 19K | 12.33K | |
| Q3 2020 | share | Decrease | -4.71% | -718 shares | -105K | 14.51K | |
| Q2 2020 | share | Decrease | -5.46% | -880 shares | 95K | 15.23K | |
| Q1 2020 | share | Decrease | -6.27% | -1.07K shares | -750K | 16.11K | |
| Q4 2019 | share | Decrease | -1.07% | -186 shares | -43K | 17.18K | |
| Q3 2019 | share | Increase | +1.19% | 204 shares | 113K | 17.37K | |
| Q2 2019 | share | Decrease | -98.92% | -1.57M shares | -2.1M | 17.17K | |
| Q1 2019 | share | Increase | 0.00% | 1.59M shares | 3.93M | 1.59M |