J.P. Morgan Private Wealth Advisors’s Direxion Work From Home ETF WFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,654
| Closed | -$229K | – | 2007 |
|
|
2022
Q4 | $229K | Hold |
5,654
| – | – | ﹤0.01% | 1763 |
|
|
2022
Q3 | $240K | Hold |
5,654
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q2 | $268K | Hold |
5,654
| – | – | ﹤0.01% | 1703 |
|
|
2022
Q1 | $371K | Sell |
5,654
-250
| -4% | -$16.4K | ﹤0.01% | 1658 |
|
|
2021
Q4 | $438K | Hold |
5,904
| – | – | ﹤0.01% | 1604 |
|
|
2021
Q3 | $437K | Buy |
5,904
+555
| +10% | +$41.1K | ﹤0.01% | 1552 |
|
|
2021
Q2 | $405K | Buy |
5,349
+60
| +1% | +$4.54K | ﹤0.01% | 1556 |
|
|
2021
Q1 | $361K | Buy |
5,289
+1,000
| +23% | +$68.3K | ﹤0.01% | 1456 |
|
|
2020
Q4 | $290K | Buy |
+4,289
| New | +$290K | ﹤0.01% | 1509 |
|