Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-769
| Closed | -$35.3K | – | 529 |
|
|
2023
Q4 | $35.3K | Sell |
769
-25
| -3% | -$1.15K | 0.01% | 107 |
|
|
2023
Q3 | $35.5K | Buy |
794
+9
| +1% | +$402 | 0.01% | 137 |
|
|
2023
Q2 | $36.6K | Buy |
785
+8
| +1% | +$373 | 0.01% | 125 |
|
|
2023
Q1 | $36.8K | Buy |
777
+8
| +1% | +$379 | 0.01% | 128 |
|
|
2022
Q4 | $35.3K | Buy |
769
+66
| +9% | +$3.03K | 0.01% | 107 |
|
|
2022
Q3 | $32.2K | Sell |
703
-418
| -37% | -$19.2K | 0.01% | 109 |
|
|
2022
Q2 | $53.9K | Buy |
+1,121
| New | +$53.9K | 0.01% | 100 |
|