United Capital Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,900
| Closed | -$1.21M | – | 1158 |
|
|
2022
Q1 | $1.21M | Sell |
23,900
-585
| -2% | -$29.6K | 0.01% | 625 |
|
|
2021
Q4 | $1.25M | Buy |
24,485
+4,676
| +24% | +$239K | 0.01% | 632 |
|
|
2021
Q3 | $1.01M | Buy |
19,809
+4,518
| +30% | +$231K | 0.01% | 680 |
|
|
2021
Q2 | $781K | Buy |
15,291
+2,240
| +17% | +$114K | ﹤0.01% | 759 |
|
|
2021
Q1 | $666K | Buy |
13,051
+3,052
| +31% | +$156K | ﹤0.01% | 768 |
|
|
2020
Q4 | $510K | Buy |
9,999
+2,759
| +38% | +$141K | ﹤0.01% | 836 |
|
|
2020
Q3 | $369K | Sell |
7,240
-8,035
| -53% | -$410K | ﹤0.01% | 900 |
|
|
2020
Q2 | $779K | Sell |
15,275
-14,551
| -49% | -$742K | 0.01% | 727 |
|
|
2020
Q1 | $1.5M | Buy |
29,826
+2,266
| +8% | +$114K | 0.01% | 547 |
|
|
2019
Q4 | $1.39M | Buy |
27,560
+781
| +3% | +$39.4K | 0.01% | 680 |
|
|
2019
Q3 | $1.35M | Buy |
+26,779
| New | +$1.35M | 0.01% | 660 |
|