Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
413
+211
| +104% | +$10.2K | ﹤0.01% | 3907 |
|
|
2025
Q1 | $10K | Hold |
202
| – | – | ﹤0.01% | 4102 |
|
|
2024
Q4 | $10K | Sell |
202
-69
| -25% | -$3.42K | ﹤0.01% | 3866 |
|
|
2024
Q3 | $13K | Hold |
271
| – | – | ﹤0.01% | 3626 |
|
|
2024
Q2 | $13K | Hold |
271
| – | – | ﹤0.01% | 3391 |
|
|
2024
Q1 | $13K | Sell |
271
-3,040
| -92% | -$146K | ﹤0.01% | 3183 |
|
|
2023
Q4 | $158K | Buy |
+3,311
| New | +$158K | ﹤0.01% | 1522 |
|