Ridgecrest Wealth Partners’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 |
-10,054
| Closed | -$504K | – | 105 |
|
|
2022
Q2 | $504K | Sell |
10,054
-11,209
| -53% | -$562K | 0.37% | 52 |
|
|
2022
Q1 | $1.07M | Sell |
21,263
-55,116
| -72% | -$2.77M | 0.68% | 38 |
|
|
2021
Q4 | $3.86M | Sell |
76,379
-12,706
| -14% | -$641K | 1.88% | 16 |
|
|
2021
Q3 | $4.52M | Sell |
89,085
-21,491
| -19% | -$1.09M | 2.46% | 9 |
|
|
2021
Q2 | $5.61M | Sell |
110,576
-10,450
| -9% | -$530K | 3.5% | 5 |
|
|
2021
Q1 | $6.14M | Buy |
+121,026
| New | +$6.14M | 5.86% | 3 |
|