IAG Wealth Partners’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
Q3 | – | Sell |
-650
| Closed | -$30.4K | – | 513 |
|
|
2024
Q2 | $30.4K | Hold |
650
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $30.5K | Sell |
650
-1,248
| -66% | -$58.5K | 0.01% | 205 |
|
|
2023
Q4 | $88.3K | Sell |
1,898
-621
| -25% | -$28.9K | 0.02% | 114 |
|
|
2023
Q3 | $114K | Sell |
2,519
-1,474
| -37% | -$66.6K | 0.03% | 101 |
|
|
2023
Q2 | $184K | Sell |
3,993
-1,712
| -30% | -$79.1K | 0.05% | 90 |
|
|
2023
Q1 | $271K | Sell |
5,705
-90,812
| -94% | -$4.31M | 0.08% | 62 |
|
|
2022
Q4 | $4.43M | Sell |
96,517
-35,545
| -27% | -$1.63M | 1.3% | 19 |
|
|
2022
Q3 | $6M | Sell |
132,062
-27,694
| -17% | -$1.26M | 1.99% | 13 |
|
|
2022
Q2 | $7.72M | Buy |
+159,756
| New | +$7.72M | 2.52% | 13 |
|