Madison Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $796K | Buy |
17,538
+4,300
| +32% | +$195K | 0.17% | 101 |
|
|
2023
Q2 | $606K | Sell |
13,238
-47
| -0.4% | -$2.15K | 0.12% | 107 |
|
|
2023
Q1 | $615K | Buy |
13,285
+3,602
| +37% | +$167K | 0.13% | 105 |
|
|
2022
Q4 | $443K | Buy |
9,683
+2,617
| +37% | +$120K | 0.1% | 117 |
|
|
2022
Q3 | $320K | Buy |
7,066
+556
| +9% | +$25.2K | 0.08% | 126 |
|
|
2022
Q2 | $302K | Buy |
+6,510
| New | +$302K | 0.07% | 128 |
|