Money Concepts Capital’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,619
| Closed | -$101K | – | 1778 |
|
|
2022
Q4 | $101K | Buy |
2,619
+1,404
| +116% | +$54.4K | ﹤0.01% | 956 |
|
|
2022
Q3 | $43K | Buy |
1,215
+915
| +305% | +$32.4K | ﹤0.01% | 746 |
|
|
2022
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q1 | $13K | Sell |
300
-1,600
| -84% | -$69.3K | ﹤0.01% | 1813 |
|
|
2021
Q4 | $87K | Buy |
+1,900
| New | +$87K | 0.01% | 560 |
|
|
2021
Q1 | $80K | Buy |
+1,900
| New | +$80K | 0.01% | 539 |
|