Tradition Wealth Management’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
Q3 | – | Sell |
-6,688
| Closed | -$337K | – | 417 |
|
|
2024
Q2 | $337K | Buy |
6,688
+2,688
| +67% | +$135K | 0.03% | 293 |
|
|
2024
Q1 | $203K | Hold |
4,000
| – | – | 0.02% | 373 |
|
|
2023
Q4 | $204K | Hold |
4,000
| – | – | 0.02% | 322 |
|
|
2023
Q3 | $193K | Hold |
4,000
| – | – | 0.02% | 315 |
|
|
2023
Q2 | $201K | Buy |
4,000
+2,000
| +100% | +$101K | 0.02% | 310 |
|
|
2023
Q1 | $101K | Buy |
+2,000
| New | +$101K | 0.01% | 442 |
|