CAPTRUST Financial Advisors’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-43
| Closed | -$2K | – | 3083 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 4475 |
|
|
2022
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 4496 |
|
|
2021
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 4417 |
|
|
2021
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 4268 |
|
|
2021
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 4182 |
|
|
2021
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 4051 |
|
|
2020
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 3125 |
|
|
2020
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 2775 |
|