Hedeker Wealth’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
Q2
Sell
-42,069
Closed -$1.96M 92
2024
Q1
$1.96M Buy
42,069
+954
+2% +$44.5K 0.57% 56
2023
Q4
$1.94M Sell
41,115
-513
-1% -$24.2K 0.61% 51
2023
Q3
$1.86M Buy
41,628
+638
+2% +$28.5K 0.65% 56
2023
Q2
$1.91M Buy
+40,990
New +$1.91M 0.64% 60