Joseph P. Lucia & Associates, LLC Schwab Strategic U.S. Reit ETF Transaction History

Joseph P. Lucia & Associates, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	SELL	$20.18 - $25.97 $77,087 - $99,205	-3,820 Reduced 52.11%	3,510 $74,000
Q1 2022 Apr 19, 2022	BUY	$22.75 - $26.16 $166,757 - $191,752	7,330 New	7,330 $182,000
Q4 2021 Feb 04, 2022	SELL	$22.99 - $26.35 $10,000 - $11,462	-435 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$17.04 - $19.33 $7,412 - $8,408	435 New	435 $17,000
Q3 2020 Oct 20, 2020	SELL	$16.99 - $18.73 $9,939 - $10,957	-585 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$14.77 - $20.35 $8,049 - $11,090	-545 Reduced 48.23%	585 $21,000
Q2 2019 Jul 23, 2019	SELL	N/A	-49,299 Reduced 97.76%	1,130 $50,000
Q1 2019 May 02, 2019	BUY	N/A	50,429 New	50,429 $1.13 Million

532

176M

22.2K

84.6K

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