WWM
Windsor Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15.6M | Buy |
349,998
+65,448
| +23% | +$2.92M | 2.86% | 9 |
|
|
2023
Q2 | $13.3M | Buy |
284,550
+69,488
| +32% | +$3.24M | 2.38% | 9 |
|
|
2023
Q1 | $10.2M | Buy |
215,062
+103,759
| +93% | +$4.93M | 1.98% | 15 |
|
|
2022
Q4 | $5.21M | Buy |
111,303
+27,211
| +32% | +$1.27M | 1.08% | 24 |
|
|
2022
Q3 | $3.84M | Buy |
84,092
+26,579
| +46% | +$1.21M | 0.96% | 24 |
|
|
2022
Q2 | $2.78M | Buy |
+57,513
| New | +$2.78M | 0.71% | 31 |
|