Reilly Financial Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-125
| Closed | -$3K | – | 938 |
|
|
2019
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 841 |
|
|
2019
Q1 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 860 |
|
|
2018
Q4 | – | Sell |
-125
| Closed | -$3K | – | 988 |
|
|
2018
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 906 |
|
|
2018
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 887 |
|
|
2018
Q1 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 847 |
|