Nikulski Financial’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,245
| Closed | -$259K | – | 104 |
|
|
2019
Q4 | $259K | Sell |
3,245
-315
| -9% | -$25.1K | 0.19% | 80 |
|
|
2019
Q3 | $268K | Sell |
3,560
-70
| -2% | -$5.27K | 0.22% | 73 |
|
|
2019
Q2 | $275K | Hold |
3,630
| – | – | 0.23% | 66 |
|
|
2019
Q1 | $266K | Hold |
3,630
| – | – | 0.26% | 62 |
|
|
2018
Q4 | $235K | Sell |
3,630
-35
| -1% | -$2.27K | 0.25% | 59 |
|
|
2018
Q3 | $256K | Buy |
+3,665
| New | +$256K | 0.24% | 62 |
|