WDG
Wealth Dimensions Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,880
| Closed | -$295K | – | 144 |
|
|
2023
Q4 | $295K | Sell |
5,880
-2,000
| -25% | -$100K | 0.09% | 109 |
|
|
2023
Q3 | $395K | Hold |
7,880
| – | – | 0.14% | 89 |
|
|
2023
Q2 | $395K | Sell |
7,880
-301
| -4% | -$15.1K | 0.14% | 92 |
|
|
2023
Q1 | $412K | Buy |
8,181
+301
| +4% | +$15.1K | 0.16% | 85 |
|
|
2022
Q4 | $395K | Hold |
7,880
| – | – | 0.16% | 88 |
|
|
2022
Q3 | $395K | Hold |
7,880
| – | – | 0.2% | 75 |
|
|
2022
Q2 | $395K | Hold |
7,880
| – | – | 0.19% | 82 |
|
|
2022
Q1 | $396K | Hold |
7,880
| – | – | 0.18% | 89 |
|
|
2021
Q4 | $398K | Hold |
7,880
| – | – | 0.19% | 90 |
|
|
2021
Q3 | $400K | Hold |
7,880
| – | – | 0.26% | 85 |
|
|
2021
Q2 | $400K | Buy |
+7,880
| New | +$400K | 0.27% | 77 |
|