Revolve Wealth Partners’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
Q2 | – | Sell |
-18,948
| Closed | -$962K | – | 149 |
|
|
2023
Q1 | $962K | Sell |
18,948
-2,504
| -12% | -$127K | 0.24% | 59 |
|
|
2022
Q4 | $1.08M | Sell |
21,452
-4,654
| -18% | -$235K | 0.31% | 54 |
|
|
2022
Q3 | $1.31M | Sell |
26,106
-21,853
| -46% | -$1.1M | 0.44% | 43 |
|
|
2022
Q2 | $2.43M | Sell |
47,959
-45,218
| -49% | -$2.29M | 0.8% | 26 |
|
|
2022
Q1 | $4.72M | Sell |
93,177
-26,875
| -22% | -$1.36M | 1.36% | 19 |
|
|
2021
Q4 | $6.13M | Buy |
+120,052
| New | +$6.13M | 1.76% | 15 |
|