Bison Wealth’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-381
| Closed | -$35K | – | 298 |
|
|
2022
Q2 | $35K | Hold |
381
| – | – | 0.02% | 243 |
|
|
2022
Q1 | $40K | Hold |
381
| – | – | 0.02% | 273 |
|
|
2021
Q4 | $40K | Hold |
381
| – | – | 0.02% | 254 |
|
|
2021
Q3 | $37K | Hold |
381
| – | – | 0.02% | 325 |
|
|
2021
Q2 | $37K | Hold |
381
| – | – | 0.02% | 329 |
|
|
2021
Q1 | $35K | Buy |
+381
| New | +$35K | 0.02% | 336 |
|