Shira Ridge Wealth Management’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
4,262
+575
| +16% | +$40.7K | 0.14% | 64 |
|
|
2025
Q1 | $235K | Sell |
3,687
-249
| -6% | -$15.9K | 0.12% | 68 |
|
|
2024
Q4 | $230K | Buy |
3,936
+166
| +4% | +$9.71K | 0.11% | 71 |
|
|
2024
Q3 | $249K | Sell |
3,770
-1,113
| -23% | -$73.5K | 0.13% | 68 |
|
|
2024
Q2 | $306K | Buy |
4,883
+681
| +16% | +$42.6K | 0.17% | 64 |
|
|
2024
Q1 | $263K | Buy |
4,202
+154
| +4% | +$9.64K | 0.15% | 65 |
|
|
2023
Q4 | $237K | Sell |
4,048
-497
| -11% | -$29K | 0.14% | 66 |
|
|
2023
Q3 | $247K | Sell |
4,545
-2,048
| -31% | -$111K | 0.16% | 61 |
|
|
2023
Q2 | $377K | Sell |
6,593
-1,259
| -16% | -$71.9K | 0.24% | 52 |
|
|
2023
Q1 | $432K | Sell |
7,852
-205
| -3% | -$11.3K | 0.29% | 51 |
|
|
2022
Q4 | $403K | Buy |
+8,057
| New | +$403K | 0.28% | 50 |
|