BDO Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $109K | Sell |
2,173
-174
| -7% | -$8.73K | 0.01% | 332 |
|
|
2023
Q1 | $118K | Sell |
2,347
-30,511
| -93% | -$1.54M | 0.01% | 310 |
|
|
2022
Q4 | $1.65M | Sell |
32,858
-5,183
| -14% | -$260K | 0.2% | 100 |
|
|
2022
Q3 | $1.91M | Buy |
38,041
+4,000
| +12% | +$201K | 0.25% | 85 |
|
|
2022
Q2 | $1.71M | Buy |
34,041
+9,767
| +40% | +$489K | 0.21% | 92 |
|
|
2022
Q1 | $1.22M | Buy |
24,274
+2,707
| +13% | +$136K | 0.13% | 118 |
|
|
2021
Q4 | $1.09M | Sell |
21,567
-3,753
| -15% | -$190K | 0.12% | 132 |
|
|
2021
Q3 | $1.28M | Sell |
25,320
-4,517
| -15% | -$229K | 0.14% | 114 |
|
|
2021
Q2 | $1.51M | Buy |
29,837
+3,450
| +13% | +$175K | 0.17% | 107 |
|
|
2021
Q1 | $1.34M | Buy |
26,387
+7,004
| +36% | +$355K | 0.16% | 107 |
|
|
2020
Q4 | $984K | Buy |
19,383
+18,483
| +2,054% | +$938K | 0.14% | 106 |
|
|
2020
Q3 | $46K | Sell |
900
-3,698
| -80% | -$189K | 0.01% | 342 |
|
|
2020
Q2 | $233K | Buy |
+4,598
| New | +$233K | 0.04% | 201 |
|