KW
KWB Wealth’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $378K | Sell |
6,215
-29
| -0.5% | -$1.77K | 0.05% | 107 |
|
2025
Q1 | $409K | Sell |
6,244
-391
| -6% | -$25.6K | 0.05% | 106 |
|
2024
Q4 | $434K | Sell |
6,635
-57
| -0.9% | -$3.73K | 0.05% | 94 |
|
2024
Q3 | $395K | Buy |
6,692
+164
| +3% | +$9.69K | 0.05% | 93 |
|
2024
Q2 | $395K | Hold |
6,528
| – | – | 0.05% | 93 |
|
2024
Q1 | $395K | Sell |
6,528
-422
| -6% | -$25.5K | 0.05% | 93 |
|
2023
Q4 | $410K | Buy |
+6,950
| New | +$410K | 0.06% | 85 |
|