Woodard & Company Asset Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-71,801
| Closed | -$3.61M | – | 102 |
|
|
2023
Q1 | $3.61M | Buy |
+71,801
| New | +$3.61M | 1.26% | 13 |
|
|
2019
Q4 | – | Sell |
-14,536
| Closed | -$733K | – | 76 |
|
|
2019
Q3 | $733K | Buy |
+14,536
| New | +$733K | 0.47% | 33 |
|
|
2019
Q2 | – | Sell |
-4,700
| Closed | -$236K | – | 29 |
|
|
2019
Q1 | $236K | Sell |
4,700
-8,970
| -66% | -$450K | 1.98% | 20 |
|
|
2018
Q4 | $686K | Buy |
+13,670
| New | +$686K | 6.94% | 4 |
|