LWP
JZRO
Laurel Wealth Planning’s Janus Henderson Net Zero Transition Resources ETF JZRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-170,668
| Closed | -$3.95M | – | 54 |
|
|
2023
Q2 | $3.95M | Sell |
170,668
-2,201
| -1% | -$50.9K | 2.82% | 12 |
|
|
2023
Q1 | $4.03M | Buy |
172,869
+12,030
| +7% | +$281K | 2.67% | 9 |
|
|
2022
Q4 | $3.75M | Sell |
160,839
-3,887
| -2% | -$90.7K | 2.42% | 13 |
|
|
2022
Q3 | $3.33M | Buy |
164,726
+18,496
| +13% | +$374K | 2.45% | 12 |
|
|
2022
Q2 | $3.12M | Buy |
+146,230
| New | +$3.12M | 2.19% | 14 |
|