WOSD
WFA of San Diego’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $74.3K | Buy |
+1,529
| New | +$74.3K | 0.05% | 167 |
|
2024
Q3 | $77.4K | Hold |
1,590
| – | – | 0.07% | 147 |
|
2024
Q2 | $74.9K | Buy |
+1,590
| New | +$74.9K | 0.07% | 145 |
|
2023
Q3 | $91.3K | Sell |
2,006
-72
| -3% | -$3.28K | 0.09% | 120 |
|
2023
Q2 | $96.8K | Buy |
+2,078
| New | +$96.8K | 0.1% | 119 |
|
2023
Q1 | – | Sell |
-2,580
| Closed | -$119K | – | 247 |
|
2022
Q4 | $119K | Buy |
+2,580
| New | +$119K | 0.09% | 126 |
|
2022
Q3 | – | Sell |
-2,683
| Closed | -$121K | – | 240 |
|
2022
Q2 | $121K | Buy |
+2,683
| New | +$121K | 0.1% | 106 |
|
2022
Q1 | – | Sell |
-2,933
| Closed | -$149K | – | 124 |
|
2021
Q4 | $149K | Buy |
2,933
+600
| +26% | +$30.5K | 0.09% | 131 |
|
2021
Q3 | $120K | Buy |
+2,333
| New | +$120K | 0.08% | 129 |
|