CPC
Consolidated Planning Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,673
| Closed | -$335K | – | 190 |
|
|
2023
Q4 | $335K | Hold |
6,673
| – | – | 0.06% | 118 |
|
|
2023
Q3 | $335K | Hold |
6,673
| – | – | 0.07% | 118 |
|
|
2023
Q2 | $335K | Hold |
6,673
| – | – | 0.07% | 131 |
|
|
2023
Q1 | $336K | Hold |
6,673
| – | – | 0.09% | 93 |
|
|
2022
Q4 | $335K | Hold |
6,673
| – | – | 0.09% | 94 |
|
|
2022
Q3 | $335K | Sell |
6,673
-637
| -9% | -$32K | 0.1% | 89 |
|
|
2022
Q2 | $366K | Buy |
+7,310
| New | +$366K | 0.11% | 88 |
|