Mission Wealth Management’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,396
| Closed | -$210K | – | 348 |
|
|
2020
Q1 | $210K | Buy |
4,396
+113
| +3% | +$5.4K | 0.02% | 276 |
|
|
2019
Q4 | $266K | Buy |
4,283
+69
| +2% | +$4.29K | 0.03% | 275 |
|
|
2019
Q3 | $250K | Buy |
4,214
+126
| +3% | +$7.48K | 0.03% | 271 |
|
|
2019
Q2 | $243K | Sell |
4,088
-135
| -3% | -$8.03K | 0.03% | 268 |
|
|
2019
Q1 | $251K | Buy |
+4,223
| New | +$251K | 0.03% | 260 |
|