McKinley Carter Wealth Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,832
| Closed | -$330K | – | 295 |
|
|
2022
Q1 | $330K | Hold |
5,832
| – | – | 0.03% | 232 |
|
|
2021
Q4 | $345K | Sell |
5,832
-2,393
| -29% | -$142K | 0.03% | 228 |
|
|
2021
Q3 | $496K | Sell |
8,225
-684
| -8% | -$41.2K | 0.04% | 186 |
|
|
2021
Q2 | $556K | Sell |
8,909
-1,439
| -14% | -$89.8K | 0.05% | 175 |
|
|
2021
Q1 | $631K | Buy |
10,348
+1,590
| +18% | +$97K | 0.05% | 170 |
|
|
2020
Q4 | $510K | Buy |
+8,758
| New | +$510K | 0.07% | 159 |
|