Pacific Capital Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $703K | Sell |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $710K | Hold |
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|
2021
Q3 | $710K | Sell |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $1.46M | Sell |
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|
2020
Q1 | $4.29M | Buy |
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