Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
45,430
-18,978
| -29% | -$776K | 0.53% | 50 |
|
|
2025
Q1 | $2.43M | Hold |
64,408
| – | – | 0.79% | 36 |
|
|
2024
Q4 | $2.43M | Sell |
64,408
-41,548
| -39% | -$1.57M | 0.79% | 36 |
|
|
2024
Q3 | $3.9M | Buy |
105,956
+8,010
| +8% | +$295K | 1.25% | 15 |
|
|
2024
Q2 | $3.36M | Buy |
97,946
+1,411
| +1% | +$48.4K | 1.17% | 19 |
|
|
2024
Q1 | $3.32M | Buy |
96,535
+36,474
| +61% | +$1.26M | 1.16% | 18 |
|
|
2023
Q4 | $1.84M | Buy |
60,061
+385
| +0.6% | +$11.8K | 0.76% | 35 |
|
|
2023
Q3 | $1.66M | Buy |
59,676
+3,454
| +6% | +$96.3K | 0.8% | 30 |
|
|
2023
Q2 | $1.62M | Buy |
56,222
+4,894
| +10% | +$141K | 0.8% | 29 |
|
|
2023
Q1 | $1.41M | Sell |
51,328
-806
| -2% | -$22.2K | 0.77% | 33 |
|
|
2022
Q4 | $1.39M | Buy |
+52,134
| New | +$1.39M | 0.71% | 33 |
|
|
2022
Q3 | – | Sell |
-4,237
| Closed | -$106K | – | 618 |
|
|
2022
Q2 | $106K | Buy |
+4,237
| New | +$106K | 0.05% | 310 |
|
|
2022
Q1 | – | Sell |
-4,137
| Closed | -$137K | – | 577 |
|
|
2021
Q4 | $137K | Buy |
4,137
+3,322
| +408% | +$110K | 0.06% | 270 |
|
|
2021
Q3 | $24K | Buy |
+815
| New | +$24K | 0.01% | 528 |
|