New England Private Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,750
| Closed | -$595K | – | 100 |
|
|
2022
Q2 | $595K | Hold |
11,750
| – | – | 0.11% | 70 |
|
|
2022
Q1 | $595K | Sell |
11,750
-81,068
| -87% | -$4.11M | 0.11% | 70 |
|
|
2021
Q4 | $4.74M | Hold |
92,818
| – | – | 0.82% | 29 |
|
|
2021
Q3 | $4.74M | Hold |
92,818
| – | – | 0.88% | 26 |
|
|
2021
Q2 | $4.74M | Hold |
92,818
| – | – | 0.9% | 24 |
|
|
2021
Q1 | $4.74M | Buy |
+92,818
| New | +$4.74M | 0.82% | 29 |
|