Vertex Planning Partners’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,943
| Closed | -$236K | – | 156 |
|
|
2023
Q4 | $236K | Sell |
4,943
-142,996
| -97% | -$6.83M | 0.07% | 144 |
|
|
2023
Q3 | $6.73M | Buy |
147,939
+1,999
| +1% | +$90.9K | 2.32% | 11 |
|
|
2023
Q2 | $6.8M | Buy |
145,940
+58,694
| +67% | +$2.74M | 2.32% | 11 |
|
|
2023
Q1 | $4.13M | Buy |
87,246
+6,419
| +8% | +$304K | 1.56% | 11 |
|
|
2022
Q4 | $3.72M | Buy |
+80,827
| New | +$3.72M | 1.45% | 13 |
|