Pacific Financial Group’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-303,785
| Closed | -$9.24M | – | 62 |
|
2019
Q4 | $9.24M | Buy |
303,785
+67,081
| +28% | +$2.04M | 0.91% | 26 |
|
2019
Q3 | $6.82M | Buy |
236,704
+7,012
| +3% | +$202K | 0.74% | 28 |
|
2019
Q2 | $6.32M | Hold |
229,692
| – | – | 0.76% | 26 |
|
2019
Q1 | $6.32M | Buy |
229,692
+11,552
| +5% | +$318K | 0.77% | 26 |
|
2018
Q4 | $5.23M | Buy |
+218,140
| New | +$5.23M | 0.83% | 24 |
|