McKinley Carter Wealth Services’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-93,782
| Closed | -$3.63M | – | 304 |
|
|
2024
Q2 | $3.63M | Buy |
93,782
+1,127
| +1% | +$43.6K | 0.23% | 79 |
|
|
2024
Q1 | $3.64M | Buy |
92,655
+5,828
| +7% | +$229K | 0.24% | 78 |
|
|
2023
Q4 | $3.46M | Buy |
86,827
+3,258
| +4% | +$130K | 0.25% | 77 |
|
|
2023
Q3 | $3.11M | Buy |
83,569
+5,852
| +8% | +$218K | 0.25% | 76 |
|
|
2023
Q2 | $3.03M | Buy |
+77,717
| New | +$3.03M | 0.23% | 79 |
|