Sowell Financial Services’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-308
| Closed | -$27K | – | 1682 |
|
|
2021
Q1 | $27K | Buy |
308
+232
| +305% | +$20.3K | ﹤0.01% | 1920 |
|
|
2020
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q3 | $5K | Hold |
76
| – | – | ﹤0.01% | 1990 |
|
|
2020
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q1 | $4K | Sell |
76
-453
| -86% | -$23.8K | ﹤0.01% | 1904 |
|
|
2019
Q4 | $37K | Buy |
529
+122
| +30% | +$8.53K | ﹤0.01% | 1246 |
|
|
2019
Q3 | $27K | Buy |
+407
| New | +$27K | ﹤0.01% | 1187 |
|