Physician Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-6,197
| Closed | -$367K | – | 162 |
|
2021
Q4 | $367K | Sell |
6,197
-581
| -9% | -$34.4K | 0.1% | 109 |
|
2021
Q3 | $416K | Buy |
6,778
+155
| +2% | +$9.51K | 0.11% | 94 |
|
2021
Q2 | $413K | Sell |
6,623
-50
| -0.7% | -$3.12K | 0.12% | 92 |
|
2021
Q1 | $415K | Buy |
6,673
+12
| +0.2% | +$746 | 0.14% | 88 |
|
2020
Q4 | $405K | Buy |
6,661
+129
| +2% | +$7.84K | 0.14% | 87 |
|
2020
Q3 | $329K | Buy |
6,532
+63
| +1% | +$3.17K | 0.13% | 91 |
|
2020
Q2 | $338K | Buy |
6,469
+132
| +2% | +$6.9K | 0.14% | 93 |
|
2020
Q1 | $284K | Sell |
6,337
-2,560
| -29% | -$115K | 0.14% | 84 |
|
2019
Q4 | $510K | Sell |
8,897
-1,021
| -10% | -$58.5K | 0.23% | 59 |
|
2019
Q3 | $555K | Buy |
+9,918
| New | +$555K | 0.27% | 55 |
|