PWM
Palumbo Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
35,231
-1,075
| -3% | -$44K | 0.45% | 53 |
|
|
2025
Q1 | $1.33M | Sell |
36,306
-2,538
| -7% | -$92.8K | 0.44% | 52 |
|
|
2024
Q4 | $1.47M | Sell |
38,844
-433
| -1% | -$16.4K | 0.55% | 44 |
|
|
2024
Q3 | $1.44M | Sell |
39,277
-391
| -1% | -$14.4K | 0.56% | 50 |
|
|
2024
Q2 | $1.36M | Sell |
39,668
-2,348
| -6% | -$80.6K | 0.58% | 49 |
|
|
2024
Q1 | $1.45M | Sell |
42,016
-9,728
| -19% | -$335K | 0.65% | 45 |
|
|
2023
Q4 | $1.59M | Sell |
51,744
-9,349
| -15% | -$287K | 0.81% | 30 |
|
|
2023
Q3 | $1.7M | Buy |
61,093
+23,631
| +63% | +$659K | 0.94% | 22 |
|
|
2023
Q2 | $1.08M | Sell |
37,462
-449
| -1% | -$12.9K | 0.66% | 31 |
|
|
2023
Q1 | $1.04M | Buy |
37,911
+2,021
| +6% | +$55.6K | 0.69% | 35 |
|
|
2022
Q4 | $959K | Buy |
35,890
+12,407
| +53% | +$332K | 0.76% | 32 |
|
|
2022
Q3 | $577K | Buy |
23,483
+2,476
| +12% | +$60.8K | 0.49% | 46 |
|
|
2022
Q2 | $527K | Buy |
21,007
+9,666
| +85% | +$242K | 0.42% | 51 |
|
|
2022
Q1 | $341K | Buy |
+11,341
| New | +$341K | 0.22% | 71 |
|