Falcon Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,300
| Closed | -$300K | – | 139 |
|
|
2024
Q1 | $300K | Buy |
6,300
+1,989
| +46% | +$94.7K | 0.05% | 110 |
|
|
2023
Q4 | $206K | Sell |
4,311
-1,209
| -22% | -$57.8K | 0.04% | 126 |
|
|
2023
Q3 | $251K | Sell |
5,520
-1,271
| -19% | -$57.8K | 0.05% | 93 |
|
|
2023
Q2 | $316K | Sell |
6,791
-2,198
| -24% | -$102K | 0.07% | 80 |
|
|
2023
Q1 | $426K | Sell |
8,989
-260
| -3% | -$12.3K | 0.11% | 59 |
|
|
2022
Q4 | $425K | Sell |
9,249
-24
| -0.3% | -$1.1K | 0.12% | 56 |
|
|
2022
Q3 | $412K | Sell |
9,273
-7,177
| -44% | -$319K | 0.14% | 49 |
|
|
2022
Q2 | $739K | Buy |
+16,450
| New | +$739K | 0.25% | 40 |
|