Sowell Financial Services’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-122
| Closed | -$6K | – | 2807 |
|
|
2020
Q1 | $6K | Sell |
122
-36
| -23% | -$2.06K | ﹤0.01% | 1799 |
|
|
2019
Q4 | $10K | Buy |
158
+46
| +41% | +$2.8K | ﹤0.01% | 1699 |
|
|
2019
Q3 | $7K | Buy |
+112
| New | +$6.58K | ﹤0.01% | 1670 |
|
|
2018
Q4 | – | Sell |
-745,671
| Closed | -$37.6M | – | 552 |
|
|
2018
Q3 | $37.6M | Buy |
+745,671
| New | +$45.5M | 5.46% | 2 |
|