Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-157
| Closed | -$8K | – | 1109 |
|
|
2021
Q1 | $8K | Sell |
157
-1,264
| -89% | -$64.4K | ﹤0.01% | 1338 |
|
|
2020
Q4 | $72K | Buy |
+1,421
| New | +$72K | ﹤0.01% | 643 |
|
|
2020
Q3 | – | Sell |
-258
| Closed | -$13K | – | 1811 |
|
|
2020
Q2 | $13K | Sell |
258
-688
| -73% | -$34.7K | ﹤0.01% | 1128 |
|
|
2020
Q1 | $47K | Buy |
946
+257
| +37% | +$12.8K | 0.01% | 608 |
|
|
2019
Q4 | $35K | Sell |
689
-2,343
| -77% | -$119K | ﹤0.01% | 759 |
|
|
2019
Q3 | $153K | Buy |
3,032
+688
| +29% | +$34.7K | 0.02% | 344 |
|
|
2019
Q2 | $118K | Buy |
+2,344
| New | +$118K | 0.01% | 395 |
|