FWM
Foresight Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,723
| Closed | -$1.1M | – | 55 |
|
|
2022
Q3 | $1.1M | Sell |
24,723
-1,570
| -6% | -$69.8K | 0.25% | 31 |
|
|
2022
Q2 | $1.18M | Sell |
26,293
-527
| -2% | -$23.7K | 0.24% | 30 |
|
|
2022
Q1 | $1.31M | Sell |
26,820
-4,106
| -13% | -$201K | 0.24% | 31 |
|
|
2021
Q4 | $1.57M | Buy |
30,926
+12
| +0% | +$608 | 0.02% | 28 |
|
|
2021
Q3 | $1.59M | Sell |
30,914
-1,212
| -4% | -$62.3K | 0.32% | 26 |
|
|
2021
Q2 | $1.66M | Buy |
32,126
+461
| +1% | +$23.7K | 0.37% | 27 |
|
|
2021
Q1 | $1.62M | Buy |
31,665
+8
| +0% | +$410 | 0.41% | 29 |
|
|
2020
Q4 | $1.64M | Buy |
31,657
+1,684
| +6% | +$87.3K | 0.44% | 25 |
|
|
2020
Q3 | $1.51M | Sell |
29,973
-8,314
| -22% | -$419K | 0.51% | 23 |
|
|
2020
Q2 | $1.9M | Buy |
38,287
+7,270
| +23% | +$361K | 0.87% | 21 |
|
|
2020
Q1 | $1.46M | Buy |
31,017
+3,310
| +12% | +$156K | 1.01% | 21 |
|
|
2019
Q4 | $1.39M | Buy |
27,707
+15,322
| +124% | +$766K | 0.85% | 25 |
|
|
2019
Q3 | $633K | Buy |
+12,385
| New | +$633K | 0.46% | 45 |
|