Laurel Wealth Advisors (California)’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $742K | Buy |
15,060
+5,841
| +63% | +$288K | 0.07% | 281 |
|
|
2022
Q3 | $411K | Sell |
9,219
-15,179
| -62% | -$677K | 0.04% | 389 |
|
|
2022
Q2 | $1.21M | Buy |
24,398
+9,932
| +69% | +$491K | 0.12% | 189 |
|
|
2022
Q1 | $806K | Sell |
14,466
-28,466
| -66% | -$1.59M | 0.07% | 291 |
|
|
2021
Q4 | $2.44M | Buy |
+42,932
| New | +$2.44M | 0.19% | 121 |
|
|
2021
Q3 | – | Sell |
-19,414
| Closed | -$1.15M | – | 487 |
|
|
2021
Q2 | $1.15M | Buy |
19,414
+988
| +5% | +$58.6K | 0.15% | 153 |
|
|
2021
Q1 | $1.04M | Buy |
18,426
+11,770
| +177% | +$666K | 0.16% | 156 |
|
|
2020
Q4 | $365K | Buy |
6,656
+637
| +11% | +$34.9K | 0.05% | 303 |
|
|
2020
Q3 | $281K | Sell |
6,019
-2,451
| -29% | -$114K | 0.05% | 312 |
|
|
2020
Q2 | $389K | Buy |
8,470
+2,658
| +46% | +$122K | 0.07% | 251 |
|
|
2020
Q1 | $231K | Buy |
5,812
+708
| +14% | +$28.1K | 0.05% | 322 |
|
|
2019
Q4 | $291K | Buy |
+5,104
| New | +$291K | 0.05% | 340 |
|