GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29
| Closed | -$1.46K | – | 444 |
|
|
2023
Q4 | $1.46K | Buy |
+29
| New | +$1.46K | ﹤0.01% | 343 |
|
|
2023
Q3 | – | Sell |
-1,110
| Closed | -$55.6K | – | 485 |
|
|
2023
Q2 | $55.6K | Buy |
+1,110
| New | +$55.6K | 0.03% | 135 |
|
|
2022
Q4 | – | Sell |
-59,313
| Closed | -$2.98M | – | 259 |
|
|
2022
Q3 | $2.98M | Sell |
59,313
-8,802
| -13% | -$441K | 2.09% | 12 |
|
|
2022
Q2 | $3.41M | Buy |
68,115
+6,533
| +11% | +$327K | 2.16% | 7 |
|
|
2022
Q1 | $3.1M | Buy |
+61,582
| New | +$3.1M | 1.75% | 14 |
|
|
2021
Q2 | $2.5M | Buy |
49,254
+2,282
| +5% | +$116K | 1.55% | 16 |
|
|
2021
Q1 | $2.38M | Buy |
46,972
+2,507
| +6% | +$127K | 1.78% | 11 |
|
|
2020
Q4 | $2.26M | Buy |
+44,465
| New | +$2.26M | 1.9% | 13 |
|