WEPOG
Wealth Enhancement & Preservation of GA’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,233
| Closed | -$1.02M | – | 50 |
|
|
2021
Q4 | $1.02M | Sell |
20,233
-7,661
| -27% | -$387K | 0.69% | 36 |
|
|
2021
Q3 | $1.42M | Buy |
27,894
+983
| +4% | +$49.9K | 1.09% | 18 |
|
|
2021
Q2 | $1.37M | Sell |
26,911
-15,525
| -37% | -$787K | 1% | 21 |
|
|
2021
Q1 | $2.15M | Buy |
42,436
+14,143
| +50% | +$717K | 1.66% | 19 |
|
|
2020
Q4 | $1.44M | Buy |
28,293
+3,481
| +14% | +$177K | 1.24% | 19 |
|
|
2020
Q3 | $1.26M | Buy |
24,812
+6,695
| +37% | +$340K | 1.3% | 16 |
|
|
2020
Q2 | $920K | Sell |
18,117
-43,145
| -70% | -$2.19M | 1.14% | 18 |
|
|
2020
Q1 | $3.04M | Buy |
61,262
+21,971
| +56% | +$1.09M | 2.89% | 9 |
|
|
2019
Q4 | $1.98M | Buy |
+39,291
| New | +$1.98M | 1.01% | 11 |
|