Sowell Financial Services’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,470
| Closed | -$395K | – | 695 |
|
|
2023
Q1 | $395K | Buy |
+8,470
| New | +$395K | 0.03% | 497 |
|
|
2021
Q2 | – | Sell |
-10,921
| Closed | -$583K | – | 1673 |
|
|
2021
Q1 | $583K | Sell |
10,921
-96
| -0.9% | -$5.13K | 0.02% | 588 |
|
|
2020
Q4 | $589K | Sell |
11,017
-479
| -4% | -$25.6K | 0.03% | 475 |
|
|
2020
Q3 | $616K | Sell |
11,496
-190
| -2% | -$10.2K | 0.03% | 419 |
|
|
2020
Q2 | $627K | Sell |
11,686
-144
| -1% | -$7.73K | 0.03% | 392 |
|
|
2020
Q1 | $616K | Hold |
11,830
| – | – | 0.05% | 342 |
|
|
2019
Q4 | $616K | Buy |
+11,830
| New | +$616K | 0.05% | 385 |
|