OneDigital Investment Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,905
| Closed | -$244K | – | 1448 |
|
|
2024
Q2 | $244K | Buy |
+3,905
| New | +$244K | ﹤0.01% | 1199 |
|
|
2023
Q4 | – | Sell |
-4,039
| Closed | -$220K | – | 1124 |
|
|
2023
Q3 | $220K | Sell |
4,039
-1,916
| -32% | -$104K | ﹤0.01% | 909 |
|
|
2023
Q2 | $340K | Sell |
5,955
-435
| -7% | -$24.9K | 0.01% | 776 |
|
|
2023
Q1 | $352K | Buy |
6,390
+335
| +6% | +$18.4K | 0.01% | 722 |
|
|
2022
Q4 | $303K | Buy |
+6,055
| New | +$303K | 0.01% | 669 |
|