LWP
Laurel Wealth Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-62,317
| Closed | -$3.14M | – | 58 |
|
|
2023
Q1 | $3.14M | Buy |
62,317
+10,228
| +20% | +$515K | 2.08% | 20 |
|
|
2022
Q4 | $2.61M | Buy |
52,089
+9,156
| +21% | +$459K | 1.68% | 23 |
|
|
2022
Q3 | $2.15M | Sell |
42,933
-2,822
| -6% | -$142K | 1.59% | 24 |
|
|
2022
Q2 | $2.29M | Sell |
45,755
-15,894
| -26% | -$796K | 1.61% | 22 |
|
|
2022
Q1 | $3.1M | Sell |
61,649
-31,755
| -34% | -$1.6M | 2.09% | 16 |
|
|
2021
Q4 | $4.72M | Buy |
93,404
+2,740
| +3% | +$138K | 3.57% | 6 |
|
|
2021
Q3 | $4.6M | Buy |
90,664
+9,397
| +12% | +$477K | 3.71% | 8 |
|
|
2021
Q2 | $4.12M | Buy |
81,267
+1,262
| +2% | +$64K | 3.59% | 11 |
|
|
2021
Q1 | $4.06M | Buy |
80,005
+5,247
| +7% | +$266K | 3.71% | 10 |
|
|
2020
Q4 | $3.8M | Buy |
+74,758
| New | +$3.8M | 3.7% | 10 |
|