Sowell Financial Services’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,984
| Closed | -$448K | – | 699 |
|
|
2023
Q1 | $448K | Buy |
+7,984
| New | +$448K | 0.03% | 461 |
|
|
2021
Q2 | – | Sell |
-9,063
| Closed | -$608K | – | 1686 |
|
|
2021
Q1 | $608K | Sell |
9,063
-219
| -2% | -$14.7K | 0.02% | 571 |
|
|
2020
Q4 | $582K | Sell |
9,282
-453
| -5% | -$28.4K | 0.02% | 480 |
|
|
2020
Q3 | $503K | Buy |
9,735
+29
| +0.3% | +$1.5K | 0.03% | 467 |
|
|
2020
Q2 | $463K | Buy |
9,706
+252
| +3% | +$12K | 0.03% | 479 |
|
|
2020
Q1 | $338K | Buy |
9,454
+70
| +0.7% | +$2.5K | 0.03% | 508 |
|
|
2019
Q4 | $451K | Buy |
9,384
+9,250
| +6,903% | +$445K | 0.03% | 478 |
|
|
2019
Q3 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 1693 |
|