BlackDiamond Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,894
Closed -$231K 169
2024
Q2
$231K Buy
+4,894
New +$231K 0.15% 129
2022
Q4
Sell
-7,941
Closed -$357K 117
2022
Q3
$357K Buy
7,941
+668
+9% +$30K 0.43% 61
2022
Q2
$350K Buy
+7,273
New +$350K 0.44% 68