McClarren Financial Advisors’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
Q2 | – | Sell |
-1,375
| Closed | -$70K | – | 341 |
|
2024
Q1 | $70K | Hold |
1,375
| – | – | 0.05% | 121 |
|
2023
Q4 | $69K | Buy |
+1,375
| New | +$69K | 0.05% | 130 |
|
2023
Q2 | – | Sell |
-377
| Closed | -$18K | – | 405 |
|
2023
Q1 | $18K | Sell |
377
-447
| -54% | -$21.3K | 0.02% | 215 |
|
2022
Q4 | $41K | Buy |
+824
| New | +$41K | 0.04% | 162 |
|