United Capital Financial Advisors’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-81,773
Closed -$5.09M 1393
2019
Q4
$5.09M Sell
81,773
-17,288
-17% -$1.08M 0.03% 418
2019
Q3
$5.87M Sell
99,061
-11,769
-11% -$697K 0.04% 374
2019
Q2
$6.6M Buy
+110,830
New +$6.6M 0.04% 366