FVWA
Foster Victor Wealth Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,339
| Closed | -$443K | – | 137 |
|
|
2020
Q2 | $443K | Sell |
7,339
-283,966
| -97% | -$17.1M | 0.15% | 81 |
|
|
2020
Q1 | $15.3M | Buy |
291,305
+19,996
| +7% | +$1.05M | 6.73% | 1 |
|
|
2019
Q4 | $19.1M | Sell |
271,309
-5,860
| -2% | -$412K | 8.26% | 2 |
|
|
2019
Q3 | $18.2M | Buy |
277,169
+10,355
| +4% | +$679K | 10.11% | 3 |
|
|
2019
Q2 | $17.8M | Sell |
266,814
-6,727
| -2% | -$450K | 13.1% | 3 |
|
|
2019
Q1 | $17.8M | Sell |
273,541
-21,821
| -7% | -$1.42M | 13.86% | 3 |
|
|
2018
Q4 | $16.9M | Buy |
+295,362
| New | +$16.9M | 15.9% | 3 |
|