Trek Financial’s Global X JPMorgan US Sector Rotator Index ETF SCTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,689
Closed -$244K 143
2019
Q2
$244K Hold
10,689
0.04% 117
2019
Q1
$256K Buy
+10,689
New +$249K 0.05% 95

Trek Financial's SCTO Position: Q3 2019 in Review

Trek Financial sold out of Global X JPMorgan US Sector Rotator Index ETF (SCTO) in Q3 2019, closing a stake of 10,689 shares — an estimated $244K sold.

Trek Financial first reported a position in SCTO in Q1 2019 and held it in 2 quarters. The position peaked at $256K in Q1 2019. 0 funds tracked by Wall St. Rank hold SCTO as of Q3 2019.

  • Trek Financial reported no remaining Global X JPMorgan US Sector Rotator Index ETF position as of Q3 2019 after selling out during the quarter.
  • Trek Financial sold 10,689 Global X JPMorgan US Sector Rotator Index ETF shares in Q3 2019, an estimated $244K.
  • Trek Financial first reported a position in Global X JPMorgan US Sector Rotator Index ETF in Q1 2019 and held it in 2 quarters.
  • Trek Financial's Global X JPMorgan US Sector Rotator Index ETF position peaked at $256K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Global X JPMorgan US Sector Rotator Index ETF as of Q3 2019.

Based on Trek Financial's 13F filing for Q3 2019, filed 8 Nov 2019.