HPWM
JPHF
Highland Private Wealth Management’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-348,475
| Closed | -$8.68M | – | 110 |
|
|
2018
Q3 | $8.68M | Buy |
348,475
+5,380
| +2% | +$134K | 2.89% | 11 |
|
|
2018
Q2 | $8.6M | Buy |
+343,095
| New | +$8.6M | 3.07% | 11 |
|
|
2018
Q1 | – | Sell |
-309,275
| Closed | -$8.09M | – | 170 |
|
|
2017
Q4 | $8.09M | Buy |
309,275
+13,400
| +5% | +$351K | 3.25% | 11 |
|
|
2017
Q3 | $7.69M | Buy |
+295,875
| New | +$7.69M | 3.3% | 11 |
|