JJBC
James J. Burns & Company’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.7M | Buy |
275,607
+12,424
| +5% | +$483K | 1.75% | 14 |
|
2025
Q1 | $9.25M | Buy |
263,183
+10,517
| +4% | +$370K | 1.66% | 15 |
|
2024
Q4 | $9.34M | Buy |
252,666
+27,128
| +12% | +$1M | 1.62% | 15 |
|
2024
Q3 | $8.14M | Buy |
225,538
+33,498
| +17% | +$1.21M | 1.47% | 16 |
|
2024
Q2 | $6.6M | Buy |
192,040
+116,221
| +153% | +$4M | 1.3% | 17 |
|
2024
Q1 | $2.46M | Buy |
+75,819
| New | +$2.46M | 0.86% | 23 |
|