Buckingham Strategic Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,296
| Closed | -$307K | – | 623 |
|
2022
Q2 | $307K | Sell |
6,296
-10
| -0.2% | -$488 | 0.01% | 461 |
|
2022
Q1 | $356K | Hold |
6,306
| – | – | 0.01% | 426 |
|
2021
Q4 | $373K | Sell |
6,306
-1,383
| -18% | -$81.8K | 0.01% | 421 |
|
2021
Q3 | $464K | Sell |
7,689
-739
| -9% | -$44.6K | 0.01% | 372 |
|
2021
Q2 | $526K | Sell |
8,428
-2,587
| -23% | -$161K | 0.01% | 343 |
|
2021
Q1 | $672K | Sell |
11,015
-10,754
| -49% | -$656K | 0.03% | 278 |
|
2020
Q4 | $1.27M | Sell |
21,769
-15,888
| -42% | -$925K | 0.07% | 197 |
|
2020
Q3 | $1.94M | Buy |
+37,657
| New | +$1.94M | 0.15% | 114 |
|