Legacy Capital Wealth Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
6,724
-2,022
| -23% | -$91.1K | 0.07% | 299 |
|
|
2025
Q1 | $395K | Buy |
8,746
+2,573
| +42% | +$116K | 0.1% | 232 |
|
|
2024
Q4 | $273K | Buy |
6,173
+222
| +4% | +$9.81K | 0.07% | 287 |
|
|
2024
Q3 | $278K | Buy |
5,951
+351
| +6% | +$16.4K | 0.06% | 285 |
|
|
2024
Q2 | $250K | Buy |
+5,600
| New | +$250K | 0.06% | 265 |
|
|
2024
Q1 | – | Sell |
-5,600
| Closed | -$257K | – | 233 |
|
|
2023
Q4 | $257K | Hold |
5,600
| – | – | 0.07% | 240 |
|
|
2023
Q3 | $243K | Buy |
+5,600
| New | +$243K | 0.07% | 238 |
|
|
2023
Q2 | – | Sell |
-5,731
| Closed | -$268K | – | 139 |
|
|
2023
Q1 | $268K | Buy |
+5,731
| New | +$268K | 0.07% | 204 |
|