TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,279
| Closed | -$209K | – | 171 |
|
|
2022
Q2 | $209K | Sell |
2,279
-700
| -23% | -$64.2K | 0.1% | 159 |
|
|
2022
Q1 | $316K | Hold |
2,979
| – | – | 0.14% | 129 |
|
|
2021
Q4 | $316K | Buy |
2,979
+34
| +1% | +$3.61K | 0.14% | 129 |
|
|
2021
Q3 | $283K | Hold |
2,945
| – | – | 0.16% | 109 |
|
|
2021
Q2 | $285K | Sell |
2,945
-69
| -2% | -$6.68K | 0.17% | 105 |
|
|
2021
Q1 | $284K | Hold |
3,014
| – | – | 0.18% | 97 |
|
|
2020
Q4 | $260K | Buy |
+3,014
| New | +$260K | 0.22% | 72 |
|