AWA
Alaska Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,858
| Closed | -$111K | – | 82 |
|
|
2024
Q3 | $111K | Sell |
1,858
-1,490
| -45% | -$88.7K | 0.02% | 86 |
|
|
2024
Q2 | $190K | Sell |
3,348
-27
| -0.8% | -$1.53K | 0.03% | 68 |
|
|
2024
Q1 | $195K | Hold |
3,375
| – | – | 0.03% | 66 |
|
|
2023
Q4 | $186K | Sell |
3,375
-5
| -0.1% | -$275 | 0.03% | 64 |
|
|
2023
Q3 | $181K | Hold |
3,380
| – | – | 0.03% | 60 |
|
|
2023
Q2 | $187K | Sell |
3,380
-72
| -2% | -$3.98K | 0.03% | 61 |
|
|
2023
Q1 | $188K | Buy |
+3,452
| New | +$188K | 0.03% | 59 |
|