MWA
MN Wealth Advisors’s JPMorgan Global Select Equity ETF JGLO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $414K | Sell |
6,436
-17,284
| -73% | -$1.11M | 0.24% | 75 |
|
2025
Q1 | $1.4M | Sell |
23,720
-124,205
| -84% | -$7.32M | 0.82% | 28 |
|
2024
Q4 | $8.88M | Buy |
147,925
+4,579
| +3% | +$275K | 5% | 2 |
|
2024
Q3 | $8.98M | Buy |
143,346
+24,172
| +20% | +$1.51M | 5.11% | 3 |
|
2024
Q2 | $7.2M | Buy |
119,174
+41,026
| +52% | +$2.48M | 4.17% | 5 |
|
2024
Q1 | $4.49M | Buy |
+78,148
| New | +$4.49M | 2.78% | 10 |
|