BerganKDV Wealth Management’s US Global Jets ETF JETS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $215K | Hold |
10,025
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $187K | Hold |
10,025
| – | – | 0.02% | 238 |
|
|
2022
Q4 | $171K | Buy |
10,025
+3,000
| +43% | +$51.2K | 0.02% | 245 |
|
|
2022
Q3 | $105K | Hold |
7,025
| – | – | 0.01% | 282 |
|
|
2022
Q2 | $116K | Buy |
7,025
+7,000
| +28,000% | +$116K | 0.01% | 289 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 935 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 992 |
|
|
2020
Q4 | – | Sell |
-62
| Closed | -$1K | – | 981 |
|
|
2020
Q3 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 825 |
|
|
2019
Q2 | – | Sell |
-613
| Closed | -$18K | – | 756 |
|
|
2019
Q1 | $18K | Buy |
+613
| New | +$18K | ﹤0.01% | 445 |
|