Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-35,127
| Closed | -$35K | – | 236 |
|
|
2024
Q2 | $35K | Buy |
+35,127
| New | +$35K | 0.01% | 218 |
|
|
2022
Q1 | – | Sell |
-812
| Closed | -$41K | – | 172 |
|
|
2021
Q4 | $41K | Sell |
812
-918
| -53% | -$46.3K | 1.78% | 11 |
|
|
2021
Q3 | $88K | Buy |
+1,730
| New | +$88K | 0.03% | 314 |
|
|
2020
Q4 | – | Sell |
-1,971
| Closed | -$100K | – | 1018 |
|
|
2020
Q3 | $100K | Buy |
+1,971
| New | +$100K | 0.06% | 158 |
|
|
2019
Q1 | – | Sell |
-96
| Closed | -$4K | – | 790 |
|
|
2018
Q4 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 592 |
|