TSWM
Tyler-Stone Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
184,536
-12,061
| -6% | -$790K | 1.95% | 8 |
|
|
2025
Q1 | $12.5M | Buy |
196,597
+13,177
| +7% | +$837K | 2.24% | 7 |
|
|
2024
Q4 | $11.6M | Buy |
183,420
+24,227
| +15% | +$1.53M | 2.07% | 7 |
|
|
2024
Q3 | $10.2M | Buy |
159,193
+95,252
| +149% | +$6.1M | 1.93% | 7 |
|
|
2024
Q2 | $3.79M | Buy |
63,941
+12,756
| +25% | +$756K | 1.56% | 10 |
|
|
2024
Q1 | $3.07M | Buy |
51,185
+21,024
| +70% | +$1.26M | 1.36% | 14 |
|
|
2023
Q4 | $1.68M | Buy |
30,161
+25,852
| +600% | +$1.44M | 0.84% | 29 |
|
|
2023
Q3 | $221K | Buy |
4,309
+2,956
| +218% | +$152K | 0.13% | 145 |
|
|
2023
Q2 | $72K | Buy |
+1,353
| New | +$72K | 0.04% | 291 |
|