Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-7,036
| Closed | -$352K | – | 1221 |
|
|
2022
Q2 | $352K | Buy |
7,036
+1,694
| +32% | +$84.7K | 0.07% | 270 |
|
|
2022
Q1 | $269K | Sell |
5,342
-920
| -15% | -$46.3K | 0.05% | 352 |
|
|
2021
Q4 | $316K | Buy |
6,262
+586
| +10% | +$29.6K | 0.05% | 336 |
|
|
2021
Q3 | $288K | Buy |
5,676
+663
| +13% | +$33.6K | 0.05% | 352 |
|
|
2021
Q2 | $254K | Buy |
5,013
+3,795
| +312% | +$192K | 0.05% | 372 |
|
|
2021
Q1 | $62K | Buy |
1,218
+150
| +14% | +$7.64K | 0.01% | 701 |
|
|
2020
Q4 | $54K | Buy |
1,068
+808
| +311% | +$40.9K | 0.01% | 668 |
|
|
2020
Q3 | $13K | Sell |
260
-603
| -70% | -$30.2K | ﹤0.01% | 948 |
|
|
2020
Q2 | $44K | Buy |
863
+245
| +40% | +$12.5K | 0.02% | 551 |
|
|
2020
Q1 | $31K | Buy |
618
+225
| +57% | +$11.3K | 0.01% | 558 |
|
|
2019
Q4 | $20K | Buy |
393
+35
| +10% | +$1.78K | 0.01% | 680 |
|
|
2019
Q3 | $18K | Buy |
+358
| New | +$18K | 0.01% | 676 |
|