Newfound Risk Managed US Sectors Fund JQUA Holdings History
Newfound Risk Managed US Sectors Fund's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2023-06-30, Newfound Risk Managed US Sectors Fund held 19,563.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $866,250.00. This investment constitutes 2.76% of their stock portfolio, and Newfound Risk Managed US Sectors Fund now holds 0.07% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2021Q1. And since then Newfound Risk Managed US Sectors Fund has made 3 purchases of JQUA, at an average price of $38.28, for a total of 50,184.00 shares. In addition, there have been 6 sales at an average price of $39.89 for 30,621.00 shares. Based on historical transaction data and JQUA's current price of $60.20, Newfound Risk Managed US Sectors Fund's estimated gain on his JQUA holdings is $478,298.90, reflecting a 24.90% gain to date.
Newfound Risk Managed US Sectors Fund JQUA ($60.20) Holding Chart
Newfound Risk Managed US Sectors Fund JQUA ($60.20) 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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