JOSEPH P. LUCIA & ASSOCIATES, LLC – Transaction History
JOSEPH P. LUCIA & ASSOCIATES, LLC portfolio value:
$263,000
portfolio value
JOSEPH P. LUCIA & ASSOCIATES, LLC quarter portfolio value change:
-9.71%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -28K | $21.75 | 12.1K | |
| Q2 2022 | share | Decrease | -3.87% | -487 shares | -59K | $24.09 | 12.1K |
| Q1 2022 | share | Decrease | -42.37% | -9.25K shares | -338K | $27.79 | 12.58K |
| Q4 2021 | share | Decrease | -6.58% | -1.53K shares | -45K | $31.55 | 21.84K |
| Q3 2021 | share | Decrease | -4.87% | -1.19K shares | -48K | $31.13 | 23.37K |
| Q2 2021 | share | Decrease | -5.01% | -1.29K shares | 0 | $31.31 | 24.57K |
| Q1 2021 | share | Decrease | -0.25% | -65 shares | -77K | $29.5 | 25.87K |
| Q4 2020 | share | Increase | +5.51% | 1.35K shares | 77K | $32.19 | 25.93K |
| Q3 2020 | share | Increase | +22.76% | 4.55K shares | 146K | $30.61 | 24.58K |
| Q2 2020 | share | Increase | +11.79% | 2.11K shares | 125K | $30.3 | 20.02K |
| Q1 2020 | share | Increase | +25.44% | 3.63K shares | 80K | $26.98 | 17.91K |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $28.37 | 14.28K | |
| Q3 2019 | share | Decrease | -21.80% | -3.98K shares | -95K | $28.01 | 14.28K |
| Q2 2019 | share | Decrease | -86.39% | -115.88K shares | -4.46M | $26.5 | 18.26K |
| Q1 2019 | share | Increase | 0.00% | 134.14K shares | 4.98M | $24.74 | 134.14K |