FVWA
Foster Victor Wealth Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,815
| Closed | -$473K | – | 139 |
|
|
2020
Q2 | $473K | Sell |
6,815
-237,344
| -97% | -$16.5M | 0.16% | 75 |
|
|
2020
Q1 | $15.1M | Buy |
244,159
+5,695
| +2% | +$353K | 6.64% | 2 |
|
|
2019
Q4 | $18.9M | Sell |
238,464
-5,753
| -2% | -$457K | 8.2% | 3 |
|
|
2019
Q3 | $18.2M | Buy |
244,217
+6,579
| +3% | +$491K | 10.15% | 2 |
|
|
2019
Q2 | $18M | Sell |
237,638
-7,560
| -3% | -$571K | 13.19% | 2 |
|
|
2019
Q1 | $17.9M | Sell |
245,198
-15,284
| -6% | -$1.12M | 13.97% | 2 |
|
|
2018
Q4 | $16.9M | Buy |
+260,482
| New | +$16.9M | 15.92% | 2 |
|