GoalVest Advisory’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1K | Buy |
577
+6
| +1% | +$313 | 0.01% | 248 |
|
|
2025
Q1 | $29.7K | Buy |
571
+6
| +1% | +$312 | 0.01% | 216 |
|
|
2024
Q4 | $29.1K | Buy |
565
+7
| +1% | +$360 | 0.01% | 220 |
|
|
2024
Q3 | $29.1K | Buy |
558
+6
| +1% | +$313 | 0.01% | 231 |
|
|
2024
Q2 | $28.3K | Buy |
552
+6
| +1% | +$307 | 0.01% | 210 |
|
|
2024
Q1 | $27.8K | Buy |
+546
| New | +$27.8K | 0.01% | 240 |
|