Wealthspan Partners’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
4,341
-1,099
| -20% | -$85.3K | 0.14% | 90 |
|
|
2025
Q1 | $381K | Sell |
5,440
-1,871
| -26% | -$131K | 0.18% | 77 |
|
|
2024
Q4 | $549K | Sell |
7,311
-3,641
| -33% | -$273K | 0.26% | 62 |
|
|
2024
Q3 | $795K | Sell |
10,952
-3,019
| -22% | -$219K | 0.39% | 48 |
|
|
2024
Q2 | $929K | Buy |
13,971
+7,008
| +101% | +$466K | 0.51% | 36 |
|
|
2024
Q1 | $487K | Buy |
6,963
+1,235
| +22% | +$86.3K | 0.29% | 61 |
|
|
2023
Q4 | $377K | Buy |
5,728
+1,670
| +41% | +$110K | 0.26% | 57 |
|
|
2023
Q3 | $237K | Buy |
+4,058
| New | +$237K | 0.19% | 73 |
|