Transamerica Financial Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-60
| Closed | -$5K | – | 335 |
|
|
2019
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 342 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$4K | – | 298 |
|
|
2018
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 328 |
|
|
2018
Q1 | – | Sell |
-24,182
| Closed | -$1.71M | – | 467 |
|
|
2017
Q4 | $1.71M | Sell |
24,182
-15,673
| -39% | -$1.11M | 0.23% | 121 |
|
|
2017
Q3 | $2.68M | Buy |
+39,855
| New | +$2.68M | 0.33% | 92 |
|