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