Spire Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-175
| Closed | -$5.04K | – | 2418 |
|
|
2023
Q2 | $5.04K | Hold |
175
| – | – | ﹤0.01% | 1999 |
|
|
2023
Q1 | $4.82K | Buy |
+175
| New | +$4.82K | ﹤0.01% | 2041 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$4K | – | 2400 |
|
|
2022
Q2 | $4K | Sell |
175
-24
| -12% | -$549 | ﹤0.01% | 2194 |
|
|
2022
Q1 | $6K | Sell |
199
-100
| -33% | -$3.02K | ﹤0.01% | 2192 |
|
|
2021
Q4 | $10K | Buy |
299
+97
| +48% | +$3.24K | ﹤0.01% | 2384 |
|
|
2021
Q3 | $6K | Hold |
202
| – | – | ﹤0.01% | 2235 |
|
|
2021
Q2 | $6K | Buy |
+202
| New | +$6K | ﹤0.01% | 2275 |
|