WCFA
JZRO

Walkner Condon Financial Advisors’s Janus Henderson Net Zero Transition Resources ETF JZRO Stock Holding History

Walkner Condon Financial Advisors’s Portfolio JZRO Stock Details JZRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,733
Closed -$244K – 280
2023
Q3 		$244K Sell
11,733
-663
-5% -$15.2K 0.06% 216
2023
Q2 		$287K Hold
12,396
– – 0.08% 191
2023
Q1 		$289K Buy
12,396
+400
+3% +$9.62K 0.08% 180
2022
Q4 		$280K Buy
11,996
+750
+7% +$16.9K 0.08% 177
2022
Q3 		$228K Buy
+11,246
New +$250K 0.07% 193

Walkner Condon Financial Advisors's JZRO Position: Q4 2023 in Review

Walkner Condon Financial Advisors sold out of Janus Henderson Net Zero Transition Resources ETF (JZRO) in Q4 2023, closing a stake of 11,733 shares — an estimated $244K sold.

Walkner Condon Financial Advisors first reported a position in JZRO in Q3 2022 and held it in 5 quarters. The position peaked at $289K in Q1 2023. 0 funds tracked by Wall St. Rank hold JZRO as of Q4 2023.

  • Walkner Condon Financial Advisors reported no remaining Janus Henderson Net Zero Transition Resources ETF position as of Q4 2023 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 11,733 Janus Henderson Net Zero Transition Resources ETF shares in Q4 2023, an estimated $244K.
  • Walkner Condon Financial Advisors first reported a position in Janus Henderson Net Zero Transition Resources ETF in Q3 2022 and held it in 5 quarters.
  • Walkner Condon Financial Advisors's Janus Henderson Net Zero Transition Resources ETF position peaked at $289K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Janus Henderson Net Zero Transition Resources ETF as of Q4 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.