Omega Financial Group’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-5,221
| Closed | -$240K | – | 63 |
|
2020
Q2 | $240K | Sell |
5,221
-76
| -1% | -$3.49K | 0.15% | 55 |
|
2020
Q1 | $210K | Buy |
+5,297
| New | +$210K | 0.16% | 52 |
|
2019
Q2 | – | Sell |
-4,020
| Closed | -$218K | – | 63 |
|
2019
Q1 | $218K | Sell |
4,020
-281
| -7% | -$15.2K | 0.16% | 62 |
|
2018
Q4 | $219K | Buy |
+4,301
| New | +$219K | 0.19% | 57 |
|