Grassi Investment Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $569K | Buy |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $424K | Hold |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $427K | Sell |
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|
2022
Q2 | $733K | Sell |
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|
2022
Q1 | $971K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | $681K | Sell |
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|
2021
Q1 | $637K | Buy |
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|
2020
Q4 | $427K | Buy |
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