OneDigital Investment Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,251
Closed -$418K 1123
2023
Q3
$418K Buy
9,251
+152
+2% +$6.87K 0.01% 702
2023
Q2
$420K Hold
9,099
0.01% 700
2023
Q1
$432K Buy
+9,099
New +$432K 0.01% 674