Guardian Wealth Advisors (North Carolina)’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73K | Hold |
27
| – | – | ﹤0.01% | 530 |
|
|
2025
Q1 | $1.54K | Sell |
27
-3
| -10% | -$171 | ﹤0.01% | 505 |
|
|
2024
Q4 | $1.61K | Hold |
30
| – | – | ﹤0.01% | 490 |
|
|
2024
Q3 | $1.8K | Hold |
30
| – | – | ﹤0.01% | 426 |
|
|
2024
Q2 | $1.66K | Hold |
30
| – | – | ﹤0.01% | 413 |
|
|
2024
Q1 | $1.69K | Hold |
30
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $1.63K | Sell |
30
-30
| -50% | -$1.63K | ﹤0.01% | 415 |
|
|
2023
Q3 | $3.03K | Hold |
60
| – | – | ﹤0.01% | 388 |
|
|
2023
Q2 | $3.12K | Sell |
60
-30
| -33% | -$1.56K | ﹤0.01% | 379 |
|
|
2023
Q1 | $4.71K | Hold |
90
| – | – | ﹤0.01% | 361 |
|
|
2022
Q4 | $4.44K | Hold |
90
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 312 |
|
|
2022
Q2 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 321 |
|