Lake Hills Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,389
| Closed | -$1.28M | – | 43 |
|
|
2023
Q1 | $1.28M | Sell |
25,389
-117,836
| -82% | -$5.93M | 1.33% | 17 |
|
|
2022
Q4 | $7.18M | Buy |
+143,225
| New | +$7.18M | 7.15% | 5 |
|
|
2022
Q3 | – | Sell |
-153,976
| Closed | -$7.71M | – | 6 |
|
|
2022
Q2 | $7.71M | Buy |
153,976
+49,770
| +48% | +$2.49M | 5.7% | 5 |
|
|
2022
Q1 | $5.24M | Buy |
+104,206
| New | +$5.24M | 3.77% | 10 |
|