Mutual Advisors’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 | – | Sell |
-11,880
| Closed | -$544K | – | 1017 |
|
2023
Q2 | $544K | Hold |
11,880
| – | – | 0.02% | 611 |
|
2023
Q1 | $550K | Sell |
11,880
-3,507
| -23% | -$162K | 0.02% | 590 |
|
2022
Q4 | $703K | Sell |
15,387
-171
| -1% | -$7.82K | 0.03% | 506 |
|
2022
Q3 | $705K | Buy |
15,558
+166
| +1% | +$7.52K | 0.04% | 470 |
|
2022
Q2 | $715K | Sell |
15,392
-4,423
| -22% | -$205K | 0.05% | 435 |
|
2022
Q1 | $947K | Sell |
19,815
-2,921
| -13% | -$140K | 0.05% | 390 |
|
2021
Q4 | $1.13M | Buy |
+22,736
| New | +$1.13M | 0.06% | 347 |
|