Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $108K | Hold |
2,125
| – | – | 0.04% | 185 |
|
|
2020
Q2 | $108K | Hold |
2,125
| – | – | 0.04% | 186 |
|
|
2020
Q1 | $106K | Sell |
2,125
-7,650
| -78% | -$382K | 0.05% | 171 |
|
|
2019
Q4 | $493K | Hold |
9,775
| – | – | 0.2% | 68 |
|
|
2019
Q3 | $493K | Sell |
9,775
-20,060
| -67% | -$1.01M | 0.23% | 61 |
|
|
2019
Q2 | $1.5M | Sell |
29,835
-41,662
| -58% | -$2.1M | 0.7% | 24 |
|
|
2019
Q1 | $3.6M | Sell |
71,497
-57,619
| -45% | -$2.9M | 1.67% | 13 |
|
|
2018
Q4 | $6.47M | Buy |
+129,116
| New | +$6.47M | 3.19% | 8 |
|