V Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-128
| Closed | -$7K | – | 474 |
|
2017
Q2 | $7K | Buy |
+128
| New | +$7K | ﹤0.01% | 617 |
|
2017
Q1 | – | Sell |
-9,885
| Closed | -$483K | – | 195 |
|
2016
Q4 | $483K | Buy |
9,885
+1,269
| +15% | +$62K | 0.35% | 85 |
|
2016
Q3 | $450K | Sell |
8,616
-232
| -3% | -$12.1K | 0.36% | 85 |
|
2016
Q2 | $438K | Sell |
8,848
-5,221
| -37% | -$258K | 0.36% | 85 |
|
2016
Q1 | $707K | Buy |
+14,069
| New | +$707K | 0.57% | 58 |
|