Sargent Bickham Lagudis’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
Q4 | $59.1K | Sell |
1,178
-500
| -30% | -$25.1K | ﹤0.01% | 413 |
|
|
2022
Q3 | $84K | Sell |
1,678
-858
| -34% | -$43K | 0.01% | 337 |
|
|
2022
Q2 | $127K | Hold |
2,536
| – | – | 0.01% | 291 |
|
|
2022
Q1 | $127K | Sell |
2,536
-42,677
| -94% | -$2.14M | 0.01% | 305 |
|
|
2021
Q4 | $2.28M | Buy |
45,213
+42,987
| +1,931% | +$2.17M | 0.17% | 99 |
|
|
2021
Q3 | $113K | Sell |
2,226
-18
| -0.8% | -$914 | 0.01% | 320 |
|
|
2021
Q2 | $114K | Sell |
2,244
-53,115
| -96% | -$2.7M | 0.01% | 330 |
|
|
2021
Q1 | $2.81M | Buy |
55,359
+51,423
| +1,306% | +$2.61M | 0.25% | 82 |
|
|
2020
Q4 | $200K | Hold |
3,936
| – | – | 0.02% | 241 |
|
|
2020
Q3 | $200K | Buy |
+3,936
| New | +$200K | 0.02% | 215 |
|
|
2020
Q2 | – | Sell |
-29
| Closed | -$1K | – | 793 |
|
|
2020
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 743 |
|