Lee Financial Group Hawaii, Inc. JVAL Holdings History
Lee Financial Group Hawaii, Inc.'s JPMorgan U.S. Value Factor ETF Holding Summary
As of 2024-03-31, Lee Financial Group Hawaii, Inc. held 143,957.00 shares of JPMorgan U.S. Value Factor ETF(JVAL), totaling $5.99 Mil. This investment constitutes 4.69% of their stock portfolio, and Lee Financial Group Hawaii, Inc. now holds -% of the outstanding JPMorgan U.S. Value Factor ETF(JVAL) stock.
The initial trade took place in 2023Q1. And since then Lee Financial Group Hawaii, Inc. has made 3 purchases of JVAL, at an average price of $34.30, for a total of 144,492.00 shares. In addition, there have been 2 sales at an average price of $36.58 for 535.00 shares. Based on historical transaction data and JVAL's current price of $44.96, Lee Financial Group Hawaii, Inc.'s estimated gain on his JVAL holdings is $1.54 Mil, reflecting a 30.98% gain to date.
Lee Financial Group Hawaii, Inc. JVAL ($44.96) Holding Chart
Lee Financial Group Hawaii, Inc. JVAL ($44.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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