Confluence Wealth Services’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
2022
Q1
Sell
-1,202
Closed -$65K 709
2021
Q4
$65K Buy
+1,202
New +$65K 0.02% 407