Lake Street Private Wealth’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-54,492
| Closed | -$2.53M | – | 295 |
|
2023
Q2 | $2.53M | Buy |
54,492
+11,702
| +27% | +$543K | 0.44% | 71 |
|
2023
Q1 | $2.03M | Buy |
42,790
+2,764
| +7% | +$131K | 0.38% | 80 |
|
2022
Q4 | $1.84M | Sell |
40,026
-263
| -0.7% | -$12.1K | 0.38% | 81 |
|
2022
Q3 | $1.79M | Sell |
40,289
-4,223
| -9% | -$188K | 0.41% | 69 |
|
2022
Q2 | $2M | Sell |
44,512
-856
| -2% | -$38.5K | 0.42% | 66 |
|
2022
Q1 | $2.22M | Buy |
45,368
+27,676
| +156% | +$1.35M | 0.4% | 74 |
|
2021
Q4 | $896K | Buy |
+17,692
| New | +$896K | 0.16% | 139 |
|