Affinity Wealth Management’s iPath Series B Bloomberg Industrial Metals Subindex Total ReturnSM ETN JJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-156,059
Closed -$9.75M 122
2023
Q1
$9.75M Buy
+156,059
New +$10M 2.29% 18

Affinity Wealth Management's JJM Position: Q2 2023 in Review

Affinity Wealth Management sold out of iPath Series B Bloomberg Industrial Metals Subindex Total ReturnSM ETN (JJM) in Q2 2023, closing a stake of 156,059 shares — an estimated $9.75M sold.

Affinity Wealth Management first reported a position in JJM in Q1 2023 and held it in 1 quarter. The position peaked at $9.75M in Q1 2023. 0 funds tracked by Wall St. Rank hold JJM as of Q2 2023.

  • Affinity Wealth Management reported no remaining iPath Series B Bloomberg Industrial Metals Subindex Total ReturnSM ETN position as of Q2 2023 after selling out during the quarter.
  • Affinity Wealth Management sold 156,059 iPath Series B Bloomberg Industrial Metals Subindex Total ReturnSM ETN shares in Q2 2023, an estimated $9.75M.
  • Affinity Wealth Management first reported a position in iPath Series B Bloomberg Industrial Metals Subindex Total ReturnSM ETN in Q1 2023 and held it in 1 quarter.
  • Affinity Wealth Management's iPath Series B Bloomberg Industrial Metals Subindex Total ReturnSM ETN position peaked at $9.75M in Q1 2023.
  • 0 funds tracked by Wall St. Rank held iPath Series B Bloomberg Industrial Metals Subindex Total ReturnSM ETN as of Q2 2023.

Based on Affinity Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.