Lehman & Derafelo Financial Resources’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,747
| Closed | -$90K | – | 156 |
|
|
2022
Q3 | $90K | Buy |
1,747
+4
| +0.2% | +$206 | 0.03% | 106 |
|
|
2022
Q2 | $97K | Buy |
+1,743
| New | +$97K | 0.03% | 109 |
|
|
2021
Q4 | – | Sell |
-1,734
| Closed | -$103K | – | 155 |
|
|
2021
Q3 | $103K | Buy |
1,734
+2
| +0.1% | +$119 | 0.03% | 115 |
|
|
2021
Q2 | $105K | Buy |
+1,732
| New | +$105K | 0.03% | 132 |
|