Foresight Wealth Management’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
Q4 | – | Sell |
-14,397
| Closed | -$661K | – | 53 |
|
|
2022
Q3 | $661K | Sell |
14,397
-1,054
| -7% | -$48.4K | 0.15% | 58 |
|
|
2022
Q2 | $742K | Sell |
15,451
-286
| -2% | -$13.7K | 0.15% | 56 |
|
|
2022
Q1 | $804K | Sell |
15,737
-2,182
| -12% | -$111K | 0.15% | 55 |
|
|
2021
Q4 | $972K | Sell |
17,919
-201
| -1% | -$10.9K | 0.01% | 38 |
|
|
2021
Q3 | $987K | Sell |
18,120
-753
| -4% | -$41K | 0.2% | 36 |
|
|
2021
Q2 | $1.03M | Buy |
18,873
+178
| +1% | +$9.74K | 0.23% | 39 |
|
|
2021
Q1 | $1.01M | Buy |
18,695
+7
| +0% | +$377 | 0.26% | 38 |
|
|
2020
Q4 | $1.04M | Buy |
18,688
+1,122
| +6% | +$62.6K | 0.28% | 38 |
|
|
2020
Q3 | $979K | Buy |
+17,566
| New | +$979K | 0.33% | 33 |
|