WAAG
Wealth Alliance Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,730
| Closed | -$1.4M | – | 203 |
|
|
2024
Q2 | $1.4M | Sell |
24,730
-576
| -2% | -$32.6K | 0.32% | 52 |
|
|
2024
Q1 | $1.46M | Buy |
25,306
+325
| +1% | +$18.8K | 0.34% | 51 |
|
|
2023
Q4 | $1.37M | Buy |
24,981
+462
| +2% | +$25.4K | 0.36% | 48 |
|
|
2023
Q3 | $1.31M | Buy |
+24,519
| New | +$1.31M | 0.39% | 43 |
|