Patriot Financial Group Insurance Agency’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 |
-1,068
| Closed | -$54K | – | 1210 |
|
|
2022
Q2 | $54K | Sell |
1,068
-48
| -4% | -$2.43K | 0.01% | 707 |
|
|
2022
Q1 | $57K | Sell |
1,116
-5,599
| -83% | -$286K | 0.01% | 741 |
|
|
2021
Q4 | $343K | Sell |
6,715
-2,231
| -25% | -$114K | 0.06% | 316 |
|
|
2021
Q3 | $457K | Buy |
8,946
+626
| +8% | +$32K | 0.08% | 253 |
|
|
2021
Q2 | $425K | Buy |
8,320
+159
| +2% | +$8.12K | 0.08% | 262 |
|
|
2021
Q1 | $417K | Buy |
8,161
+1,554
| +24% | +$79.4K | 0.1% | 225 |
|
|
2020
Q4 | $337K | Buy |
6,607
+6,400
| +3,092% | +$326K | 0.08% | 242 |
|
|
2020
Q3 | $11K | Buy |
207
+1
| +0.5% | +$53 | ﹤0.01% | 1004 |
|
|
2020
Q2 | $11K | Buy |
+206
| New | +$11K | ﹤0.01% | 945 |
|