Arkadios Wealth Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $546K | Buy |
7,035
+211
| +3% | +$16.4K | 0.02% | 793 |
|
2025
Q1 | $478K | Sell |
6,824
-371
| -5% | -$26K | 0.02% | 721 |
|
2024
Q4 | $540K | Sell |
7,195
-904
| -11% | -$67.9K | 0.03% | 518 |
|
2024
Q3 | $588K | Buy |
+8,099
| New | +$588K | 0.03% | 491 |
|
2021
Q4 | – | Sell |
-2,293
| Closed | -$148K | – | 1207 |
|
2021
Q3 | $148K | Sell |
2,293
-3,762
| -62% | -$243K | 0.02% | 585 |
|
2021
Q2 | $409K | Sell |
6,055
-13,203
| -69% | -$892K | 0.05% | 377 |
|
2021
Q1 | $1.29M | Sell |
19,258
-463
| -2% | -$31.1K | 0.21% | 122 |
|
2020
Q4 | $1.24M | Buy |
19,721
+19,496
| +8,665% | +$1.22M | 0.26% | 103 |
|
2020
Q3 | $12.6K | Sell |
225
-134
| -37% | -$7.52K | 0.01% | 696 |
|
2020
Q2 | $17.4K | Buy |
+359
| New | +$17.4K | 0.01% | 568 |
|