TCI Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-179
| Closed | -$9.8K | – | 1234 |
|
|
2023
Q1 | $9.8K | Sell |
179
-251
| -58% | -$13.7K | ﹤0.01% | 1100 |
|
|
2022
Q4 | $23.4K | Buy |
430
+420
| +4,200% | +$22.9K | ﹤0.01% | 622 |
|
|
2022
Q3 | $1K | Sell |
10
-16
| -62% | -$1.6K | ﹤0.01% | 2102 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 2152 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$5K | – | 2408 |
|
|
2021
Q3 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 1592 |
|