Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 648 |
|
|
2022
Q3 | – | Sell |
-980
| Closed | -$49K | – | 610 |
|
|
2022
Q2 | $49K | Hold |
980
| – | – | 0.04% | 190 |
|
|
2022
Q1 | $49K | Sell |
980
-400
| -29% | -$20K | 0.03% | 197 |
|
|
2021
Q4 | $70K | Buy |
1,380
+500
| +57% | +$25.4K | 0.04% | 200 |
|
|
2021
Q3 | $45K | Hold |
880
| – | – | 0.03% | 242 |
|
|
2021
Q2 | $45K | Hold |
880
| – | – | 0.03% | 248 |
|
|
2021
Q1 | $45K | Hold |
880
| – | – | 0.03% | 235 |
|
|
2020
Q4 | $45K | Buy |
+880
| New | +$45K | 0.03% | 205 |
|