JNBA Financial Advisors’s Large Cap Growth Index-Linked Exchange Traded Notes due 2028 FRLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,032
| Closed | -$384K | – | 877 |
|
|
2021
Q4 | $384K | Hold |
1,032
| – | – | 0.05% | 151 |
|
|
2021
Q3 | $314K | Hold |
1,032
| – | – | 0.04% | 160 |
|
|
2021
Q2 | $308K | Hold |
1,032
| – | – | 0.04% | 159 |
|
|
2021
Q1 | $249K | Hold |
1,032
| – | – | 0.04% | 171 |
|
|
2020
Q4 | $245K | Hold |
1,032
| – | – | 0.04% | 158 |
|
|
2020
Q3 | $201K | Buy |
+1,032
| New | +$201K | 0.04% | 153 |
|