Zimmermann Investment Management & Planning’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,549
| Closed | -$477K | – | 143 |
|
|
2023
Q4 | $477K | Sell |
15,549
-39,075
| -72% | -$1.2M | 0.2% | 71 |
|
|
2023
Q3 | $1.52M | Sell |
54,624
-290,643
| -84% | -$8.11M | 0.73% | 40 |
|
|
2023
Q2 | $9.93M | Buy |
345,267
+53,607
| +18% | +$1.54M | 4.62% | 5 |
|
|
2023
Q1 | $8.02M | Buy |
291,660
+158,518
| +119% | +$4.36M | 4.19% | 6 |
|
|
2022
Q4 | $3.56M | Buy |
133,142
+110,091
| +478% | +$2.94M | 2.05% | 18 |
|
|
2022
Q3 | $566K | Buy |
+23,051
| New | +$566K | 0.35% | 50 |
|