Carroll Financial Associates’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $167K | Sell |
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|
2020
Q2 | $173K | Hold |
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|
2020
Q1 | $129K | Hold |
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|
2019
Q4 | $174K | Hold |
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|
2019
Q3 | $158K | Hold |
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|
2019
Q2 | $164K | Hold |
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|
2019
Q1 | $154K | Buy |
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