PWH
Priebe Wealth Holdings’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
32,577
-1,936
| -6% | -$127K | 1.85% | 13 |
|
|
2025
Q1 | $2.19M | Buy |
34,513
+6,700
| +24% | +$426K | 1.37% | 13 |
|
|
2024
Q4 | $1.76M | Buy |
27,813
+8,050
| +41% | +$510K | 1.19% | 14 |
|
|
2024
Q3 | $1.27M | Buy |
19,763
+3,000
| +18% | +$192K | 0.92% | 17 |
|
|
2024
Q2 | $993K | Buy |
16,763
+2,250
| +16% | +$133K | 0.79% | 19 |
|
|
2024
Q1 | $869K | Buy |
14,513
+1,650
| +13% | +$98.8K | 0.68% | 20 |
|
|
2023
Q4 | $715K | Buy |
+12,863
| New | +$715K | 0.59% | 25 |
|