Tobias Financial 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
Q4 | – | Sell |
-73,404
| Closed | -$3.33M | – | 100 |
|
|
2023
Q3 | $3.33M | Sell |
73,404
-11,840
| -14% | -$537K | 0.87% | 30 |
|
|
2023
Q2 | $3.9M | Sell |
85,244
-12,199
| -13% | -$559K | 1.05% | 29 |
|
|
2023
Q1 | $4.51M | Sell |
97,443
-23,339
| -19% | -$1.08M | 1.32% | 23 |
|
|
2022
Q4 | $5.52M | Sell |
120,782
-56,930
| -32% | -$2.6M | 1.81% | 15 |
|
|
2022
Q3 | $8.05M | Sell |
177,712
-24,045
| -12% | -$1.09M | 2.84% | 12 |
|
|
2022
Q2 | $9.37M | Buy |
201,757
+172,471
| +589% | +$8.01M | 3.15% | 9 |
|
|
2022
Q1 | $1.4M | Buy |
+29,286
| New | +$1.4M | 0.48% | 40 |
|