Cerro Pacific Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $229K | Sell |
4,940
-62,252
| -93% | -$2.88M | 0.13% | 133 |
|
|
2022
Q4 | $3.07M | Sell |
67,192
-2,035
| -3% | -$93K | 1.63% | 13 |
|
|
2022
Q3 | $3.14M | Sell |
69,227
-14,549
| -17% | -$659K | 1.9% | 11 |
|
|
2022
Q2 | $3.89M | Sell |
83,776
-6,833
| -8% | -$317K | 2.43% | 9 |
|
|
2022
Q1 | $4.33M | Buy |
90,609
+5,029
| +6% | +$240K | 2.65% | 9 |
|
|
2021
Q4 | $4.26M | Buy |
85,580
+28,658
| +50% | +$1.43M | 2.7% | 7 |
|
|
2021
Q3 | $2.86M | Buy |
+56,922
| New | +$2.86M | 2.06% | 9 |
|