Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.51K | Buy |
90
+26
| +41% | +$1.3K | ﹤0.01% | 896 |
|
|
2022
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 831 |
|
|
2022
Q2 | $3.21K | Hold |
64
| – | – | ﹤0.01% | 825 |
|
|
2022
Q1 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 859 |
|
|
2021
Q3 | $5K | Sell |
89
-2
| -2% | -$112 | ﹤0.01% | 733 |
|
|
2021
Q2 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 746 |
|