JWM
Jupiter Wealth Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,249
| Closed | -$344K | – | 89 |
|
|
2020
Q2 | $344K | Hold |
3,249
| – | – | 0.17% | 59 |
|
|
2020
Q1 | $344K | Sell |
3,249
-3,720
| -53% | -$394K | 0.2% | 52 |
|
|
2019
Q4 | $736K | Buy |
6,969
+515
| +8% | +$54.4K | 0.36% | 44 |
|
|
2019
Q3 | $681K | Buy |
6,454
+440
| +7% | +$46.4K | 0.36% | 44 |
|
|
2019
Q2 | $636K | Buy |
+6,014
| New | +$636K | 0.32% | 44 |
|