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Company Main View
Name:
Joseph P. Lucia & Associates LLC
City:
Yorktown Heights
State:
NY
Zip:
10598
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$186,670,000
Total Value Change :
$26,003,000
Securities Held Change :
5
All Securities Held :
122
New Positions
:
Closed Positions
:
Increased Positions
:
Unchanged Positions
:
Decreased Positions
:
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
LIT
Global X Lithium ETF
Closed
$44.94
$0
0
0%
-263,000
-5,170
0
Closed - End Fund - E...
VTV
Vanguard Value VIPERS
Closed
$161.40
$0
0
0%
-228,000
-1,522
0
Closed - End Fund - E...
BA
Boeing Co
Closed
$178.51
$0
0
0%
-204,000
-782
0
Aerospace/Defense - M...
GOEV
Canoo Class A
Closed
$2.56
$0
0
0%
-5,000
-20,000
0
N/A
ICLN
iShares S&P Global Clean En...
Closed
$13.84
$0
0
0%
-172,000
-11,040
0
Closed - End Fund - Debt
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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