Heron Financial Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $212K | Hold |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $250K | Hold |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Buy |
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