J.P. Morgan Private Wealth Advisors’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-20,600
| Closed | -$539K | – | 1153 |
|
|
2014
Q4 | $539K | Sell |
20,600
-1,331
| -6% | -$34.8K | 0.01% | 680 |
|
|
2014
Q3 | $577K | Buy |
21,931
+1,900
| +9% | +$50K | 0.01% | 649 |
|
|
2014
Q2 | $530K | Sell |
20,031
-1,750
| -8% | -$46.3K | 0.01% | 548 |
|
|
2014
Q1 | $538K | Buy |
21,781
+6,531
| +43% | +$161K | 0.01% | 546 |
|
|
2013
Q4 | $391K | Buy |
+15,250
| New | +$391K | 0.01% | 494 |
|