JOSEPH P. LUCIA & ASSOCIATES, LLC – Transaction History
JOSEPH P. LUCIA & ASSOCIATES, LLC portfolio value:
$211,000
portfolio value
JOSEPH P. LUCIA & ASSOCIATES, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.15% | -165 shares | -30K | $28.13 | 7.50K |
| Q2 2022 | share | Decrease | -16.04% | -1.46K shares | -94K | $31.45 | 7.67K |
| Q1 2022 | share | Decrease | -9.29% | -935 shares | -56K | $36.72 | 9.13K |
| Q4 2021 | share | Increase | +3.76% | 365 shares | 15K | $38.93 | 10.07K |
| Q3 2021 | share | Decrease | -5.22% | -535 shares | -28K | $38.7 | 9.70K |
| Q2 2021 | share | Increase | +15.32% | 1.36K shares | 70K | $39.45 | 10.24K |
| Q1 2021 | share | Increase | +3.74% | 320 shares | 26K | $37.3 | 8.88K |
| Q4 2020 | share | Decrease | -4.29% | -384 shares | 27K | $35.7 | 8.56K |
| Q3 2020 | share | Increase | +12.00% | 958 shares | 43K | $30.69 | 8.94K |
| Q2 2020 | share | 0.00% | 0 shares | 32K | $29.08 | 7.98K | |
| Q1 2020 | share | 0.00% | 0 shares | -63K | $25.05 | 7.98K | |
| Q4 2019 | share | Decrease | -4.89% | -411 shares | 1K | $32.61 | 7.98K |
| Q3 2019 | share | Decrease | -20.42% | -2.15K shares | -71K | $30.22 | 8.39K |
| Q2 2019 | share | Decrease | -95.33% | -215.24K shares | -6.71M | $30.44 | 10.55K |
| Q1 2019 | share | Increase | 0.00% | 225.79K shares | 7.05M | $29.46 | 225.79K |