WCFA
JZRO
Walkner Condon Financial Advisors’s Janus Henderson Net Zero Transition Resources ETF JZRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,733
| Closed | -$244K | – | 280 |
|
|
2023
Q3 | $244K | Sell |
11,733
-663
| -5% | -$13.8K | 0.06% | 216 |
|
|
2023
Q2 | $287K | Hold |
12,396
| – | – | 0.08% | 191 |
|
|
2023
Q1 | $289K | Buy |
12,396
+400
| +3% | +$9.33K | 0.08% | 180 |
|
|
2022
Q4 | $280K | Buy |
11,996
+750
| +7% | +$17.5K | 0.08% | 177 |
|
|
2022
Q3 | $228K | Buy |
+11,246
| New | +$228K | 0.07% | 193 |
|