Tortoise Investment Management’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 |
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|
2020
Q1 | $94K | Hold |
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|
2019
Q4 | $122K | Hold |
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|
2019
Q3 | $116K | Hold |
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|
2019
Q2 | $117K | Hold |
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|
2019
Q1 | $116K | Sell |
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|
2018
Q4 | $150K | Sell |
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|
2018
Q3 | $188K | Hold |
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|
2018
Q2 | $184K | Sell |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $206K | Hold |
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|
2017
Q2 | $199K | Hold |
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|
2017
Q1 | $189K | Hold |
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|
2016
Q4 | $176K | Hold |
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|
2016
Q3 | $185K | Hold |
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|
2016
Q2 | $176K | Sell |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $334K | Sell |
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|
2015
Q3 | $361K | Sell |
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|
2015
Q2 | $734K | Sell |
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|
2015
Q1 | $794K | Sell |
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|
2014
Q4 | $809K | Buy |
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|
2014
Q3 | $401K | Buy |
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