Frontier Wealth Management’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,375
| Closed | -$209K | – | 329 |
|
|
2019
Q3 | $209K | Sell |
8,375
-4,823
| -37% | -$120K | 0.03% | 279 |
|
|
2019
Q2 | $322K | Sell |
13,198
-1,301
| -9% | -$31.7K | 0.05% | 234 |
|
|
2019
Q1 | $360K | Sell |
14,499
-5,330
| -27% | -$132K | 0.05% | 252 |
|
|
2018
Q4 | $476K | Buy |
19,829
+2,479
| +14% | +$59.5K | 0.07% | 208 |
|
|
2018
Q3 | $432K | Buy |
+17,350
| New | +$432K | 0.04% | 247 |
|