HIM
Hotaling Investment Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.95M | Sell |
42,458
-17,204
| -29% | -$790K | 0.88% | 34 |
|
|
2022
Q3 | $2.74M | Buy |
59,662
+160
| +0.3% | +$7.34K | 1.31% | 22 |
|
|
2022
Q2 | $2.86M | Buy |
59,502
+1,625
| +3% | +$78.1K | 1.24% | 21 |
|
|
2022
Q1 | $2.96M | Buy |
57,877
+4,223
| +8% | +$216K | 1.14% | 24 |
|
|
2021
Q4 | $2.91M | Buy |
53,654
+982
| +2% | +$53.3K | 1.01% | 36 |
|
|
2021
Q3 | $2.87M | Sell |
52,672
-1,230
| -2% | -$67K | 1.19% | 27 |
|
|
2021
Q2 | $2.95M | Sell |
53,902
-771
| -1% | -$42.2K | 1.2% | 26 |
|
|
2021
Q1 | $2.95M | Buy |
54,673
+2,660
| +5% | +$143K | 1.32% | 24 |
|
|
2020
Q4 | $2.9M | Buy |
+52,013
| New | +$2.9M | 1.35% | 25 |
|