ICA Group Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $4.54K | Sell |
111
-1,020
| -90% | -$41.7K | ﹤0.01% | 594 |
|
2024
Q1 | $47.1K | Buy |
1,131
+1
| +0.1% | +$42 | 0.01% | 570 |
|
2023
Q4 | $43.6K | Buy |
+1,130
| New | +$43.6K | 0.01% | 545 |
|
2023
Q3 | – | Sell |
-901
| Closed | -$32.1K | – | 736 |
|
2023
Q2 | $32.1K | Buy |
901
+51
| +6% | +$1.82K | 0.01% | 589 |
|
2023
Q1 | $29K | Buy |
850
+20
| +2% | +$681 | 0.01% | 584 |
|
2022
Q4 | $27.5K | Buy |
+830
| New | +$27.5K | 0.01% | 628 |
|