Lane & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,211
| Closed | -$246K | – | 119 |
|
2024
Q2 | $246K | Sell |
5,211
-10,129
| -66% | -$477K | 0.14% | 99 |
|
2024
Q1 | $731K | Sell |
15,340
-2,980
| -16% | -$142K | 0.46% | 49 |
|
2023
Q4 | $876K | Sell |
18,320
-4,974
| -21% | -$238K | 0.64% | 38 |
|
2023
Q3 | $1.06M | Sell |
23,294
-4,269
| -15% | -$194K | 0.85% | 29 |
|
2023
Q2 | $1.28M | Sell |
27,563
-6,715
| -20% | -$313K | 1.02% | 24 |
|
2023
Q1 | $1.62M | Sell |
34,278
-2,193
| -6% | -$104K | 1.45% | 16 |
|
2022
Q4 | $1.68M | Buy |
+36,471
| New | +$1.68M | 1.59% | 14 |
|