Rainsberger 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $234K | Sell |
4,606
-2,978
| -39% | -$151K | 0.13% | 69 |
|
|
2023
Q3 | $383K | Buy |
7,584
+21
| +0.3% | +$1.06K | 0.23% | 59 |
|
|
2023
Q2 | $383K | Sell |
7,563
-2,540
| -25% | -$129K | 0.23% | 59 |
|
|
2023
Q1 | $513K | Buy |
10,103
+26
| +0.3% | +$1.32K | 0.3% | 61 |
|
|
2022
Q4 | $509K | Sell |
10,077
-17,153
| -63% | -$867K | 0.32% | 61 |
|
|
2022
Q3 | $1.37M | Sell |
27,230
-1,967
| -7% | -$99K | 0.94% | 32 |
|
|
2022
Q2 | $1.48M | Sell |
29,197
-7,873
| -21% | -$399K | 1.08% | 29 |
|
|
2022
Q1 | $1.88M | Buy |
37,070
+519
| +1% | +$26.3K | 1.2% | 26 |
|
|
2021
Q4 | $1.87M | Buy |
+36,551
| New | +$1.87M | 1.1% | 27 |
|