Carson Wealth (CWM LLC)’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-255
| Closed | -$13K | – | 5026 |
|
|
2024
Q3 | $13K | Hold |
255
| – | – | ﹤0.01% | 3624 |
|
|
2024
Q2 | $13K | Hold |
255
| – | – | ﹤0.01% | 3390 |
|
|
2024
Q1 | $13K | Hold |
255
| – | – | ﹤0.01% | 3182 |
|
|
2023
Q4 | $13K | Sell |
255
-1,321
| -84% | -$67.3K | ﹤0.01% | 3032 |
|
|
2023
Q3 | $76K | Buy |
+1,576
| New | +$76K | ﹤0.01% | 1808 |
|