MTWM
Masso Torrence Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50,580
| Closed | -$2.6M | – | 88 |
|
|
2023
Q1 | $2.6M | Sell |
50,580
-46,018
| -48% | -$2.37M | 2.06% | 16 |
|
|
2022
Q4 | $4.95M | Buy |
96,598
+17,775
| +23% | +$911K | 3.94% | 5 |
|
|
2022
Q3 | $3.61M | Buy |
78,823
+7,746
| +11% | +$355K | 3.19% | 8 |
|
|
2022
Q2 | $3.39M | Buy |
+71,077
| New | +$3.39M | 2.98% | 9 |
|