BWM
Baystate Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.41M | Buy |
47,410
+269
| +0.6% | +$13.6K | 0.18% | 51 |
|
|
2023
Q3 | $2.38M | Sell |
47,141
-4,280
| -8% | -$216K | 0.2% | 48 |
|
|
2023
Q2 | $2.6M | Buy |
51,421
+726
| +1% | +$36.8K | 0.21% | 46 |
|
|
2023
Q1 | $2.57M | Sell |
50,695
-3,786
| -7% | -$192K | 0.22% | 42 |
|
|
2022
Q4 | $2.75M | Sell |
54,481
-2,046
| -4% | -$103K | 0.25% | 41 |
|
|
2022
Q3 | $2.84M | Buy |
+56,527
| New | +$2.84M | 0.29% | 33 |
|