JGP Wealth Management’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,935
| Closed | -$575K | – | 150 |
|
2022
Q1 | $575K | Buy |
4,935
+1,112
| +29% | +$130K | 0.11% | 97 |
|
2021
Q4 | $720K | Buy |
3,823
+669
| +21% | +$126K | 0.13% | 89 |
|
2021
Q3 | $656K | Buy |
3,154
+303
| +11% | +$63K | 0.14% | 89 |
|
2021
Q2 | $587K | Buy |
+2,851
| New | +$587K | 0.13% | 90 |
|