Wealthstreet Investment 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 |
-45,167
| Closed | -$2.29M | – | 217 |
|
|
2021
Q1 | $2.29M | Sell |
45,167
-3,300
| -7% | -$167K | 0.22% | 108 |
|
|
2020
Q4 | $2.46M | Sell |
48,467
-16,050
| -25% | -$815K | 0.25% | 92 |
|
|
2020
Q3 | $3.28M | Sell |
64,517
-75,200
| -54% | -$3.82M | 0.37% | 63 |
|
|
2020
Q2 | $7.09M | Buy |
139,717
+80,025
| +134% | +$4.06M | 0.87% | 30 |
|
|
2020
Q1 | $2.97M | Buy |
59,692
+6,400
| +12% | +$318K | 0.44% | 53 |
|
|
2019
Q4 | $2.69M | Buy |
53,292
+4,267
| +9% | +$215K | 0.31% | 75 |
|
|
2019
Q3 | $2.48M | Buy |
49,025
+34,904
| +247% | +$1.76M | 0.32% | 76 |
|
|
2019
Q2 | $712K | Buy |
+14,121
| New | +$712K | 0.09% | 177 |
|