CWS
JDIV

Confluence Wealth Services’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Confluence Wealth Services’s Portfolio JDIV Stock Details JDIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,921
Closed -$201K – 283
2022
Q2 		$201K Buy
+5,921
New +$201K 0.09% 258
2022
Q1 		– Sell
-2,451
Closed -$83K – 1285
2021
Q4 		$83K Buy
+2,451
New +$83K 0.03% 361