Avestar Capital’s JPMorgan Municipal ETF JMUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20,431
| Closed | -$1.04M | – | 425 |
|
2023
Q4 | $1.04M | Buy |
20,431
+4,111
| +25% | +$210K | 0.12% | 98 |
|
2023
Q3 | $789K | Buy |
16,320
+2,636
| +19% | +$128K | 0.11% | 104 |
|
2023
Q2 | $687K | Sell |
13,684
-785
| -5% | -$39.4K | 0.11% | 98 |
|
2023
Q1 | $733K | Buy |
14,469
+605
| +4% | +$30.6K | 0.13% | 87 |
|
2022
Q4 | $690K | Sell |
13,864
-158
| -1% | -$7.87K | 0.13% | 99 |
|
2022
Q3 | $679K | Sell |
14,022
-1,467
| -9% | -$71K | 0.17% | 77 |
|
2022
Q2 | $773K | Buy |
+15,489
| New | +$773K | 0.19% | 68 |
|