LFA
LGT Financial Advisors’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.1K | Sell |
949
-179
| -16% | -$11.7K | 0.16% | 94 |
|
|
2025
Q1 | $71.7K | Sell |
1,128
-131
| -10% | -$8.32K | 0.22% | 90 |
|
|
2024
Q4 | $79.7K | Buy |
1,259
+108
| +9% | +$6.84K | 0.18% | 110 |
|
|
2024
Q3 | $73.7K | Buy |
1,151
+403
| +54% | +$25.8K | 0.18% | 89 |
|
|
2024
Q2 | $44.3K | Buy |
748
+161
| +27% | +$9.53K | 0.09% | 174 |
|
|
2024
Q1 | $35.2K | Sell |
587
-55
| -9% | -$3.29K | 0.04% | 270 |
|
|
2023
Q4 | $35.7K | Sell |
642
-1,098
| -63% | -$61K | 0.04% | 248 |
|
|
2023
Q3 | $89.2K | Sell |
1,740
-961
| -36% | -$49.3K | 0.11% | 166 |
|
|
2023
Q2 | $144K | Buy |
2,701
+1,728
| +178% | +$91.8K | 0.15% | 124 |
|
|
2023
Q1 | $50.1K | Buy |
+973
| New | +$50.1K | 0.09% | 88 |
|