Frisch Financial 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
Q4 | – | Sell |
-117,627
| Closed | -$5.93M | – | 129 |
|
|
2023
Q3 | $5.93M | Buy |
117,627
+4,234
| +4% | +$214K | 2.41% | 16 |
|
|
2023
Q2 | $5.74M | Buy |
113,393
+10,936
| +11% | +$554K | 2.75% | 13 |
|
|
2023
Q1 | $5.2M | Buy |
+102,457
| New | +$5.2M | 2.02% | 18 |
|
|
2020
Q4 | – | Sell |
-4,504
| Closed | -$230K | – | 140 |
|
|
2020
Q3 | $230K | Buy |
+4,504
| New | +$230K | 0.1% | 94 |
|