Curtis Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,153
| Closed | -$210K | – | 90 |
|
|
2023
Q2 | $210K | Hold |
4,153
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $211K | Sell |
4,153
-2,051
| -33% | -$104K | 0.08% | 87 |
|
|
2022
Q4 | $314K | Sell |
6,204
-3,977
| -39% | -$201K | 0.13% | 67 |
|
|
2022
Q3 | $512K | Sell |
10,181
-1,273
| -11% | -$64K | 0.21% | 51 |
|
|
2022
Q2 | $580K | Buy |
+11,454
| New | +$580K | 0.23% | 52 |
|