LPL Financial’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-23,222
| Closed | -$564K | – | 2846 |
|
|
2016
Q4 | $564K | Buy |
23,222
+237
| +1% | +$5.76K | ﹤0.01% | 1647 |
|
|
2016
Q3 | $558K | Hold |
22,985
| – | – | 0.01% | 1614 |
|
|
2016
Q2 | $567K | Sell |
22,985
-22,985
| -50% | -$567K | ﹤0.01% | 1564 |
|
|
2016
Q1 | $1.06M | Sell |
45,970
-15,000
| -25% | -$346K | ﹤0.01% | 1624 |
|
|
2015
Q4 | $1.36M | Buy |
60,970
+20,389
| +50% | +$454K | ﹤0.01% | 1439 |
|
|
2015
Q3 | $961K | Buy |
40,581
+1,635
| +4% | +$38.7K | 0.01% | 1270 |
|
|
2015
Q2 | $974K | Buy |
38,946
+11,731
| +43% | +$293K | ﹤0.01% | 1390 |
|
|
2015
Q1 | $724K | Buy |
+27,215
| New | +$724K | ﹤0.01% | 1591 |
|