RW
RVW Wealth’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,703
| Closed | -$66.9K | – | 255 |
|
|
2023
Q3 | $66.9K | Buy |
+1,703
| New | +$66.9K | 0.01% | 204 |
|
|
2020
Q2 | – | Sell |
-22,659
| Closed | -$488K | – | 105 |
|
|
2020
Q1 | $488K | Sell |
22,659
-83,395
| -79% | -$1.8M | 0.11% | 74 |
|
|
2019
Q4 | $3.45M | Sell |
106,054
-463
| -0.4% | -$15.1K | 0.76% | 33 |
|
|
2019
Q3 | $3.23M | Buy |
+106,517
| New | +$3.23M | 0.77% | 33 |
|