Patriot Financial Group Insurance Agency’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-82
| Closed | -$4K | – | 1193 |
|
|
2022
Q2 | $4K | Buy |
82
+52
| +173% | +$2.54K | ﹤0.01% | 1553 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1854 |
|
|
2021
Q4 | $2K | Buy |
30
+13
| +76% | +$867 | ﹤0.01% | 1942 |
|
|
2021
Q3 | $1K | Buy |
17
+7
| +70% | +$412 | ﹤0.01% | 2062 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1984 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1887 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1761 |
|