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 |
|