Milestone Investment Advisors’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,238
| Closed | -$111K | – | 133 |
|
|
2024
Q2 | $111K | Sell |
3,238
-1,007
| -24% | -$34.6K | 0.03% | 89 |
|
|
2024
Q1 | $146K | Hold |
4,245
| – | – | 0.04% | 82 |
|
|
2023
Q4 | $130K | Sell |
4,245
-71,082
| -94% | -$2.18M | 0.04% | 80 |
|
|
2023
Q3 | $2.1M | Sell |
75,327
-2,132
| -3% | -$59.5K | 0.6% | 36 |
|
|
2023
Q2 | $2.23M | Sell |
77,459
-1,449
| -2% | -$41.7K | 0.69% | 34 |
|
|
2023
Q1 | $2.17M | Buy |
78,908
+3,100
| +4% | +$85.3K | 0.67% | 33 |
|
|
2022
Q4 | $2.03M | Buy |
+75,808
| New | +$2.03M | 0.71% | 31 |
|