SWP
Summit Wealth Partners’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,575
| Closed | -$210K | – | 188 |
|
|
2022
Q4 | $210K | Sell |
4,575
-289
| -6% | -$13.3K | 0.06% | 168 |
|
|
2022
Q3 | $216K | Sell |
4,864
-442
| -8% | -$19.7K | 0.06% | 148 |
|
|
2022
Q2 | $238K | Sell |
5,306
-4,739
| -47% | -$213K | 0.06% | 144 |
|
|
2022
Q1 | $491K | Sell |
10,045
-3,440
| -26% | -$168K | 0.11% | 97 |
|
|
2021
Q4 | $683K | Sell |
13,485
-79
| -0.6% | -$4K | 0.15% | 77 |
|
|
2021
Q3 | $697K | Buy |
13,564
+1,886
| +16% | +$96.9K | 0.16% | 72 |
|
|
2021
Q2 | $602K | Buy |
11,678
+43
| +0.4% | +$2.22K | 0.14% | 83 |
|
|
2021
Q1 | $597K | Buy |
11,635
+1,377
| +13% | +$70.6K | 0.15% | 82 |
|
|
2020
Q4 | $532K | Sell |
10,258
-1,406
| -12% | -$72.9K | 0.14% | 84 |
|
|
2020
Q3 | $587K | Sell |
11,664
-126,235
| -92% | -$6.36M | 0.18% | 80 |
|
|
2020
Q2 | $6.85M | Sell |
137,899
-7,551
| -5% | -$375K | 2.21% | 13 |
|
|
2020
Q1 | $6.86M | Buy |
145,450
+5,239
| +4% | +$247K | 2.79% | 13 |
|
|
2019
Q4 | $7.01M | Buy |
+140,211
| New | +$7.01M | 2.43% | 15 |
|