UWM
JPGE
USAdvisors Wealth Management’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-113,737
| Closed | -$5.44M | – | 83 |
|
|
2020
Q1 | $5.44M | Sell |
113,737
-58,226
| -34% | -$2.79M | 3.36% | 13 |
|
|
2019
Q4 | $10.7M | Buy |
171,963
+10,114
| +6% | +$629K | 5.54% | 5 |
|
|
2019
Q3 | $9.59M | Buy |
161,849
+4,180
| +3% | +$248K | 4.95% | 7 |
|
|
2019
Q2 | $9.39K | Buy |
157,669
+6,858
| +5% | +$408 | 4.02% | 9 |
|
|
2019
Q1 | $8.95M | Buy |
150,811
+3,484
| +2% | +$207K | 6.36% | 7 |
|
|
2018
Q4 | $8.01M | Buy |
147,327
+448
| +0.3% | +$24.4K | 6.54% | 8 |
|
|
2018
Q3 | $9.01M | Buy |
146,879
+6,399
| +5% | +$393K | 6.46% | 6 |
|
|
2018
Q2 | $8.46M | Buy |
140,480
+1,824
| +1% | +$110K | 6.4% | 6 |
|
|
2018
Q1 | $8.56M | Buy |
138,656
+11,323
| +9% | +$699K | 6.79% | 6 |
|
|
2017
Q4 | $7.96M | Buy |
+127,333
| New | +$7.96M | 6.8% | 6 |
|