Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,252
| Closed | -$213K | – | 194 |
|
|
2022
Q3 | $213K | Sell |
4,252
-21,145
| -83% | -$1.06M | 0.06% | 172 |
|
|
2022
Q2 | $1.27M | Sell |
25,397
-986
| -4% | -$49.4K | 0.34% | 68 |
|
|
2022
Q1 | $1.33M | Buy |
26,383
+4,950
| +23% | +$249K | 0.31% | 70 |
|
|
2021
Q4 | $1.08M | Buy |
21,433
+12,260
| +134% | +$619K | 0.26% | 82 |
|
|
2021
Q3 | $465K | Hold |
9,173
| – | – | 0.13% | 124 |
|
|
2021
Q2 | $465K | Buy |
9,173
+5,238
| +133% | +$266K | 0.13% | 125 |
|
|
2021
Q1 | $200K | Sell |
3,935
-2,372
| -38% | -$121K | 0.07% | 177 |
|
|
2020
Q4 | $320K | Buy |
+6,307
| New | +$320K | 0.12% | 133 |
|
|
2020
Q3 | – | Sell |
-11,135
| Closed | -$565K | – | 168 |
|
|
2020
Q2 | $565K | Buy |
+11,135
| New | +$565K | 0.26% | 81 |
|