GYL Financial Synergies’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
Q3
$2.11M Buy
43,706
+514
+1% +$24.8K 0.16% 122
2024
Q2
$2M Sell
43,192
-1,032
-2% -$47.8K 0.15% 121
2024
Q1
$2.06M Sell
44,224
-43
-0.1% -$2.01K 0.16% 121
2023
Q4
$2.08M Buy
44,267
+447
+1% +$21K 0.17% 119
2023
Q3
$1.96M Sell
43,820
-1,016
-2% -$45.4K 0.19% 112
2023
Q2
$2.09M Buy
+44,836
New +$2.09M 0.19% 107