Beacon Financial Advisory’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,743
| Closed | -$255K | – | 201 |
|
|
2022
Q3 | $255K | Sell |
5,743
-314
| -5% | -$13.9K | 0.18% | 156 |
|
|
2022
Q2 | $272K | Sell |
6,057
-832
| -12% | -$37.4K | 0.15% | 172 |
|
|
2022
Q1 | $337K | Buy |
6,889
+367
| +6% | +$18K | 0.16% | 158 |
|
|
2021
Q4 | $330K | Sell |
6,522
-513
| -7% | -$26K | 0.15% | 166 |
|
|
2021
Q3 | $361K | Sell |
7,035
-315
| -4% | -$16.2K | 0.19% | 151 |
|
|
2021
Q2 | $379K | Buy |
7,350
+127
| +2% | +$6.55K | 0.2% | 145 |
|
|
2021
Q1 | $371K | Buy |
+7,223
| New | +$371K | 0.21% | 138 |
|