J.P. Morgan Private Wealth Advisors’s Barron's 400 ETF BFOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,557
| Closed | -$204K | – | 1244 |
|
|
2017
Q1 | $204K | Sell |
5,557
-2,290
| -29% | -$84.1K | ﹤0.01% | 1237 |
|
|
2016
Q4 | $275K | Hold |
7,847
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q3 | $254K | Sell |
7,847
-19
| -0.2% | -$615 | ﹤0.01% | 1051 |
|
|
2016
Q2 | $239K | Buy |
7,866
+301
| +4% | +$9.15K | ﹤0.01% | 1076 |
|
|
2016
Q1 | $229K | Sell |
7,565
-1,100
| -13% | -$33.3K | ﹤0.01% | 1035 |
|
|
2015
Q4 | $262K | Buy |
+8,665
| New | +$262K | ﹤0.01% | 919 |
|