Householder Group Estate & Retirement Specialist’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,642
| Closed | -$174K | – | 886 |
|
|
2024
Q3 | $174K | Hold |
3,642
| – | – | 0.05% | 269 |
|
|
2024
Q2 | $170K | Sell |
3,642
-588
| -14% | -$27.4K | 0.05% | 264 |
|
|
2024
Q1 | $198K | Sell |
4,230
-79
| -2% | -$3.7K | 0.06% | 242 |
|
|
2023
Q4 | $200K | Sell |
4,309
-987
| -19% | -$45.8K | 0.07% | 240 |
|
|
2023
Q3 | $239K | Buy |
+5,296
| New | +$239K | 0.09% | 198 |
|
|
2023
Q1 | $271K | Buy |
+5,716
| New | +$271K | 0.1% | 171 |
|
|
2022
Q4 | – | Sell |
-5,432
| Closed | -$246K | – | 739 |
|
|
2022
Q3 | $246K | Buy |
+5,432
| New | +$246K | 0.1% | 169 |
|