PWAG
Polaris Wealth Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-538,245
| Closed | -$26.7M | – | 154 |
|
|
2020
Q1 | $26.7M | Buy |
538,245
+529
| +0.1% | +$26.3K | 2.91% | 11 |
|
|
2019
Q4 | $27.1M | Buy |
537,716
+51,188
| +11% | +$2.58M | 1.81% | 23 |
|
|
2019
Q3 | $24.5M | Sell |
486,528
-285,975
| -37% | -$14.4M | 2% | 22 |
|
|
2019
Q2 | $38.9M | Buy |
772,503
+1,553
| +0.2% | +$78.3K | 2.95% | 3 |
|
|
2019
Q1 | $38.8M | Buy |
770,950
+13,909
| +2% | +$699K | 2.91% | 3 |
|
|
2018
Q4 | $38M | Buy |
+757,041
| New | +$38M | 3.57% | 2 |
|