CWA
Clarus Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,700
| Closed | -$237K | – | 132 |
|
|
2019
Q4 | $237K | Hold |
4,700
| – | – | 0.16% | 120 |
|
|
2019
Q3 | $237K | Hold |
4,700
| – | – | 0.17% | 118 |
|
|
2019
Q2 | $237K | Sell |
4,700
-100
| -2% | -$5.04K | 0.17% | 94 |
|
|
2019
Q1 | $241K | Hold |
4,800
| – | – | 0.18% | 77 |
|
|
2018
Q4 | $241K | Buy |
4,800
+3,693
| +334% | +$185K | 0.38% | 57 |
|
|
2018
Q3 | $56K | Buy |
+1,107
| New | +$56K | 0.04% | 277 |
|