Compass Financial 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 | – | Sell |
-4,300
| Closed | -$216K | – | 49 |
|
|
2023
Q1 | $216K | Hold |
4,300
| – | – | 0.27% | 115 |
|
|
2022
Q4 | $216K | Sell |
4,300
-3,950
| -48% | -$198K | 0.29% | 113 |
|
|
2022
Q3 | $414K | Hold |
8,250
| – | – | 0.62% | 59 |
|
|
2022
Q2 | $413K | Hold |
8,250
| – | – | 0.56% | 60 |
|
|
2022
Q1 | $415K | Hold |
8,250
| – | – | 0.46% | 81 |
|
|
2021
Q4 | $416K | Buy |
+8,250
| New | +$416K | 0.46% | 75 |
|