MCWA
Meadow Creek Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,700
| Closed | -$341K | – | 140 |
|
|
2024
Q3 | $341K | Hold |
6,700
| – | – | 0.27% | 90 |
|
|
2024
Q2 | $340K | Hold |
6,700
| – | – | 0.32% | 82 |
|
|
2024
Q1 | $340K | Hold |
6,700
| – | – | 0.24% | 98 |
|
|
2023
Q4 | $340K | Buy |
+6,700
| New | +$340K | 0.33% | 73 |
|
|
2022
Q3 | $355K | Buy |
+7,057
| New | +$355K | 0.47% | 57 |
|