Carson Wealth (CWM LLC)’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-58
| Closed | -$1K | – | 3407 |
|
|
2018
Q4 | $1K | Hold |
58
| – | – | ﹤0.01% | 2044 |
|
|
2018
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 1796 |
|
|
2018
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 1651 |
|
|
2018
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1313 |
|
|
2017
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 1326 |
|
|
2017
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 1049 |
|
|
2017
Q1 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1018 |
|