KCM Investment Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,741
| Closed | -$1.22M | – | 342 |
|
|
2018
Q4 | $1.22M | Sell |
18,741
-2,635
| -12% | -$171K | 0.08% | 207 |
|
|
2018
Q3 | $1.59M | Buy |
21,376
+385
| +2% | +$28.7K | 0.09% | 182 |
|
|
2018
Q2 | $1.49M | Hold |
20,991
| – | – | 0.09% | 188 |
|
|
2018
Q1 | $1.46M | Hold |
20,991
| – | – | 0.09% | 204 |
|
|
2017
Q4 | $1.48M | Buy |
+20,991
| New | +$1.48M | 0.09% | 214 |
|