Cedar Brook Financial Partners’s JPMorgan Active Growth ETF JGRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-25,026
| Closed | -$1.76M | – | 230 |
|
2024
Q1 | $1.76M | Buy |
25,026
+300
| +1% | +$21.1K | 0.35% | 67 |
|
2023
Q4 | $1.53M | Buy |
24,726
+10,296
| +71% | +$636K | 0.34% | 75 |
|
2023
Q3 | $778K | Buy |
14,430
+1,383
| +11% | +$74.5K | 0.2% | 119 |
|
2023
Q2 | $727K | Buy |
13,047
+153
| +1% | +$8.53K | 0.17% | 134 |
|
2023
Q1 | $634K | Buy |
+12,894
| New | +$634K | 0.16% | 145 |
|