CWM
Connecticut Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,995
| Closed | -$301K | – | 296 |
|
|
2023
Q2 | $301K | Sell |
5,995
-437
| -7% | -$21.9K | 0.02% | 206 |
|
|
2023
Q1 | $324K | Sell |
6,432
-598
| -9% | -$30.1K | 0.02% | 184 |
|
|
2022
Q4 | $352K | Sell |
7,030
-9,128
| -56% | -$458K | 0.03% | 143 |
|
|
2022
Q3 | $810K | Buy |
16,158
+10,526
| +187% | +$528K | 0.08% | 88 |
|
|
2022
Q2 | $282K | Buy |
+5,632
| New | +$282K | 0.02% | 151 |
|