Stratos Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-39,088
| Closed | -$1.99M | – | 704 |
|
|
2023
Q4 | $1.99M | Sell |
39,088
-2,823
| -7% | -$144K | 0.11% | 224 |
|
|
2023
Q3 | $2.03M | Sell |
41,911
-4,371
| -9% | -$211K | 0.13% | 195 |
|
|
2023
Q2 | $2.32M | Sell |
46,282
-467
| -1% | -$23.5K | 0.16% | 168 |
|
|
2023
Q1 | $2.37M | Buy |
46,749
+6,769
| +17% | +$343K | 0.18% | 153 |
|
|
2022
Q4 | $1.99M | Buy |
39,980
+20,376
| +104% | +$1.01M | 0.17% | 178 |
|
|
2022
Q3 | $949K | Buy |
+19,604
| New | +$949K | 0.1% | 250 |
|