WealthCare Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,486
| Closed | -$210K | – | 137 |
|
|
2023
Q4 | $210K | Sell |
4,486
-745
| -14% | -$34.8K | 0.11% | 121 |
|
|
2023
Q3 | $231K | Sell |
5,231
-524
| -9% | -$23.2K | 0.14% | 105 |
|
|
2023
Q2 | $266K | Sell |
5,755
-259
| -4% | -$12K | 0.16% | 94 |
|
|
2023
Q1 | $285K | Buy |
6,014
+295
| +5% | +$14K | 0.17% | 97 |
|
|
2022
Q4 | $263K | Buy |
+5,719
| New | +$263K | 0.18% | 94 |
|