Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,242
| Closed | -$215K | – | 315 |
|
|
2022
Q1 | $215K | Sell |
4,242
-2,134
| -33% | -$108K | 0.04% | 289 |
|
|
2021
Q4 | $326K | Sell |
6,376
-46
| -0.7% | -$2.35K | 0.06% | 244 |
|
|
2021
Q3 | $328K | Sell |
6,422
-398
| -6% | -$20.3K | 0.08% | 174 |
|
|
2021
Q2 | $348K | Buy |
6,820
+614
| +10% | +$31.3K | 0.09% | 168 |
|
|
2021
Q1 | $317K | Sell |
6,206
-53
| -0.8% | -$2.71K | 0.09% | 171 |
|
|
2020
Q4 | $319K | Buy |
+6,259
| New | +$319K | 0.09% | 160 |
|