JA
JOYN Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-853
| Closed | -$220K | – | 130 |
|
|
2019
Q4 | $220K | Buy |
+853
| New | +$220K | 0.05% | 111 |
|
|
2019
Q2 | – | Sell |
-1,074
| Closed | -$214K | – | 137 |
|
|
2019
Q1 | $214K | Sell |
1,074
-146
| -12% | -$29.1K | 0.05% | 106 |
|
|
2018
Q4 | $180K | Sell |
1,220
-417
| -25% | -$61.5K | 0.04% | 121 |
|
|
2018
Q3 | $290K | Sell |
1,637
-259
| -14% | -$45.9K | 0.05% | 104 |
|
|
2018
Q2 | $314K | Sell |
1,896
-697
| -27% | -$115K | 0.07% | 89 |
|
|
2018
Q1 | $388K | Sell |
2,593
-748
| -22% | -$112K | 0.08% | 81 |
|
|
2017
Q4 | $423K | Buy |
+3,341
| New | +$423K | 0.09% | 96 |
|