BDO Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-249
| Closed | -$12K | – | 919 |
|
|
2020
Q2 | $12K | Sell |
249
-5,990
| -96% | -$289K | ﹤0.01% | 481 |
|
|
2020
Q1 | $270K | Sell |
6,239
-63,914
| -91% | -$2.77M | 0.05% | 173 |
|
|
2019
Q4 | $4.01M | Sell |
70,153
-21,438
| -23% | -$1.22M | 1.03% | 20 |
|
|
2019
Q3 | $4.87M | Sell |
91,591
-15,688
| -15% | -$834K | 1.25% | 18 |
|
|
2019
Q2 | $5.84M | Sell |
107,279
-6,658
| -6% | -$363K | 1.59% | 15 |
|
|
2019
Q1 | $6.3M | Buy |
113,937
+469
| +0.4% | +$25.9K | 1.83% | 12 |
|
|
2018
Q4 | $5.77M | Buy |
113,468
+11,859
| +12% | +$603K | 1.99% | 12 |
|
|
2018
Q3 | $5.93M | Buy |
101,609
+3,663
| +4% | +$214K | 1.92% | 11 |
|
|
2018
Q2 | $5.64M | Buy |
97,946
+4,758
| +5% | +$274K | 1.92% | 12 |
|
|
2018
Q1 | $5.54M | Buy |
93,188
+92,219
| +9,517% | +$5.48M | 2.08% | 13 |
|
|
2017
Q4 | $58K | Buy |
969
+116
| +14% | +$6.94K | 0.03% | 199 |
|
|
2017
Q3 | $49K | Sell |
853
-72,388
| -99% | -$4.16M | 0.02% | 199 |
|
|
2017
Q2 | $4.11M | Buy |
+73,241
| New | +$4.11M | 1.8% | 13 |
|