PAWA
Palo Alto Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Sell |
15,163
-1,258
| -8% | -$59.2K | 0.27% | 27 |
|
|
2025
Q1 | $758K | Sell |
16,421
-440
| -3% | -$20.3K | 0.3% | 24 |
|
|
2024
Q4 | $780K | Buy |
16,861
+5,443
| +48% | +$252K | 0.27% | 22 |
|
|
2024
Q3 | $537K | Buy |
11,418
+3,030
| +36% | +$143K | 0.22% | 27 |
|
|
2024
Q2 | $389K | Sell |
8,388
-2,684
| -24% | -$124K | 0.27% | 31 |
|
|
2024
Q1 | $516K | Buy |
11,072
+1,427
| +15% | +$66.6K | 0.36% | 25 |
|
|
2023
Q4 | $456K | Buy |
9,645
+3,255
| +51% | +$154K | 0.34% | 28 |
|
|
2023
Q3 | $285K | Buy |
6,390
+2,000
| +46% | +$89.3K | 0.24% | 34 |
|
|
2023
Q2 | $204K | Buy |
+4,390
| New | +$204K | 0.16% | 38 |
|