Clearview Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$13.8K | – | 381 |
|
|
2023
Q2 | $13.8K | Hold |
250
| – | – | 0.01% | 323 |
|
|
2023
Q1 | $13.7K | Hold |
250
| – | – | 0.01% | 322 |
|
|
2022
Q4 | $13.6K | Hold |
250
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $13K | Hold |
250
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $14K | Hold |
250
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $15K | Sell |
250
-1,544
| -86% | -$92.6K | 0.01% | 331 |
|
|
2021
Q4 | $113K | Sell |
1,794
-150
| -8% | -$9.45K | 0.07% | 142 |
|
|
2021
Q3 | $116K | Sell |
1,944
-2,392
| -55% | -$143K | 0.07% | 145 |
|
|
2021
Q2 | $263K | Buy |
+4,336
| New | +$263K | 0.16% | 102 |
|