QWM
QP Wealth Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,946
| Closed | -$749K | – | 73 |
|
|
2020
Q4 | $749K | Sell |
11,946
-480
| -4% | -$30.1K | 0.83% | 35 |
|
|
2020
Q3 | $642K | Buy |
12,426
+1,465
| +13% | +$75.7K | 0.82% | 31 |
|
|
2020
Q2 | $522K | Buy |
10,961
+278
| +3% | +$13.2K | 0.72% | 34 |
|
|
2020
Q1 | $413K | Buy |
+10,683
| New | +$413K | 0.6% | 37 |
|