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Patriot Financial Group Insurance Agency’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio JOET Stock Details JOET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,450
Closed -$36K – 1214
2022
Q2 		$36K Hold
1,450
– – 0.01% 835
2022
Q1 		$44K Hold
1,450
– – 0.01% 819
2021
Q4 		$48K Buy
+1,450
New +$46.2K 0.01% 881

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PWM
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ZIMP
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MA
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GIM
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Patriot Financial Group Insurance Agency's JOET Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2022, closing a stake of 1,450 shares — an estimated $36K sold.

Patriot Financial Group Insurance Agency first reported a position in JOET in Q4 2021 and held it in 3 quarters. The position peaked at $48K in Q4 2021. 19 funds tracked by Wall St. Rank hold JOET as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,450 Virtus Terranova US Quality Momentum ETF shares in Q3 2022, an estimated $36K.
  • Patriot Financial Group Insurance Agency first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Virtus Terranova US Quality Momentum ETF position peaked at $48K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.