Aspire Wealth Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $141K | Sell |
2,932
-204
| -7% | -$9.8K | 0.08% | 111 |
|
|
2024
Q2 | $137K | Hold |
3,136
| – | – | 0.08% | 108 |
|
|
2024
Q1 | $142K | Sell |
3,136
-60
| -2% | -$2.71K | 0.09% | 107 |
|
|
2023
Q4 | $141K | Buy |
3,196
+146
| +5% | +$6.43K | 0.1% | 101 |
|
|
2023
Q3 | $120K | Buy |
3,050
+854
| +39% | +$33.6K | 0.09% | 101 |
|
|
2023
Q2 | $89.9K | Buy |
+2,196
| New | +$89.9K | 0.07% | 113 |
|