JPMorgan Chase & Co’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-48,576
| Closed | -$996K | – | 6880 |
|
|
2023
Q3 | $996K | Buy |
48,576
+1,190
| +3% | +$24.4K | ﹤0.01% | 3400 |
|
|
2023
Q2 | $989K | Buy |
47,386
+18
| +0% | +$376 | ﹤0.01% | 3452 |
|
|
2023
Q1 | $987K | Buy |
+47,368
| New | +$987K | ﹤0.01% | 3460 |
|
|
2022
Q3 | – | Sell |
-4,532
| Closed | -$99K | – | 5954 |
|
|
2022
Q2 | $99K | Buy |
+4,532
| New | +$99K | ﹤0.01% | 4640 |
|