Anderson Hoagland & Co’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,924
| Closed | -$652K | – | 127 |
|
|
2023
Q3 | $652K | Sell |
12,924
-1,484
| -10% | -$74.9K | 0.09% | 104 |
|
|
2023
Q2 | $730K | Sell |
14,408
-457,828
| -97% | -$23.2M | 0.09% | 99 |
|
|
2023
Q1 | $24M | Sell |
472,236
-35,063
| -7% | -$1.78M | 3.44% | 7 |
|
|
2022
Q4 | $25.7M | Buy |
507,299
+102,428
| +25% | +$5.19M | 3.74% | 6 |
|
|
2022
Q3 | $20.4M | Buy |
404,871
+222,406
| +122% | +$11.2M | 3.26% | 8 |
|
|
2022
Q2 | $9.24M | Sell |
182,465
-441
| -0.2% | -$22.3K | 1.39% | 21 |
|
|
2022
Q1 | $9.26M | Buy |
182,906
+28,399
| +18% | +$1.44M | 1.19% | 27 |
|
|
2021
Q4 | $7.86M | Buy |
154,507
+81,668
| +112% | +$4.15M | 1.03% | 30 |
|
|
2021
Q3 | $3.72M | Buy |
+72,839
| New | +$3.72M | 0.47% | 54 |
|