SFS
Security Financial Services’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,441
| Closed | -$382K | – | 182 |
|
|
2024
Q1 | $382K | Sell |
5,441
-1,326
| -20% | -$93.1K | 0.09% | 124 |
|
|
2023
Q4 | $413K | Sell |
6,767
-513
| -7% | -$31.3K | 0.1% | 108 |
|
|
2023
Q3 | $392K | Sell |
7,280
-2,471
| -25% | -$133K | 0.11% | 110 |
|
|
2023
Q2 | $544K | Sell |
9,751
-767
| -7% | -$42.8K | 0.15% | 90 |
|
|
2023
Q1 | $517K | Sell |
10,518
-1,673
| -14% | -$82.2K | 0.16% | 92 |
|
|
2022
Q4 | $542K | Buy |
+12,191
| New | +$542K | 0.17% | 92 |
|