Patriot Financial Group Insurance Agency’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-112
| Closed | -$4K | – | 1224 |
|
|
2022
Q2 | $4K | Sell |
112
-43
| -28% | -$1.54K | ﹤0.01% | 1557 |
|
|
2022
Q1 | $6K | Hold |
155
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q4 | $6K | Buy |
155
+65
| +72% | +$2.52K | ﹤0.01% | 1655 |
|
|
2021
Q3 | $3K | Buy |
90
+64
| +246% | +$2.13K | ﹤0.01% | 1851 |
|
|
2021
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1985 |
|
|
2021
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1888 |
|
|
2020
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1762 |
|