Pacific Financial Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-116,197
| Closed | -$8.21M | – | 66 |
|
2019
Q4 | $8.21M | Sell |
116,197
-697
| -0.6% | -$49.2K | 0.81% | 28 |
|
2019
Q3 | $7.77M | Buy |
116,894
+308
| +0.3% | +$20.5K | 0.84% | 24 |
|
2019
Q2 | $7.59M | Hold |
116,586
| – | – | 0.92% | 23 |
|
2019
Q1 | $7.59M | Sell |
116,586
-4,713
| -4% | -$307K | 0.92% | 23 |
|
2018
Q4 | $6.93M | Buy |
+121,299
| New | +$6.93M | 1.1% | 22 |
|