Joseph P. Lucia & Associates, LLC Schwab Fundamental U S Broad M Transaction History

Joseph P. Lucia & Associates, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 19, 2022	BUY	$54.81 - $59.23 $8,769 - $9,476	160 New	160 $9,000
Q4 2021 Feb 04, 2022	SELL	$54.05 - $58.21 $8,648 - $9,313	-160 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$51.84 - $55.77 $5,184 - $5,577	-100 Reduced 38.46%	160 $9,000
Q4 2020 Jan 29, 2021	BUY	$37.44 - $44.9 $9,734 - $11,674	260 New	260 $12,000
Q3 2020 Oct 20, 2020	SELL	$35.75 - $40.71 $9,295 - $10,584	-260 Closed	0 $0
Q2 2019 Jul 23, 2019	SELL	N/A	-9,744 Reduced 97.4%	260 $10,000
Q1 2019 May 02, 2019	BUY	N/A	10,004 New	10,004 $260,000

141

3.87M

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