AFG
Albion Financial Group’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
4,850
| – | – | 0.02% | 145 |
|
|
2025
Q1 | $308K | Buy |
4,850
+3,500
| +259% | +$222K | 0.02% | 155 |
|
|
2024
Q4 | $85.5K | Hold |
1,350
| – | – | 0.01% | 213 |
|
|
2024
Q3 | $86.5K | Sell |
1,350
-3,500
| -72% | -$224K | 0.01% | 213 |
|
|
2024
Q2 | $287K | Buy |
+4,850
| New | +$287K | 0.02% | 166 |
|