WR Wealth Planners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $56.1K | Hold |
1,107
| – | – | 0.02% | 304 |
|
|
2024
Q3 | $56.4K | Sell |
1,107
-934
| -46% | -$47.6K | 0.02% | 327 |
|
|
2024
Q2 | $104K | Hold |
2,041
| – | – | 0.03% | 248 |
|
|
2024
Q1 | $104K | Buy |
+2,041
| New | +$104K | 0.03% | 253 |
|
|
2023
Q4 | – | Sell |
-5,012
| Closed | -$253K | – | 540 |
|
|
2023
Q3 | $253K | Buy |
5,012
+52
| +1% | +$2.62K | 0.1% | 148 |
|
|
2023
Q2 | $251K | Buy |
4,960
+4,926
| +14,488% | +$250K | 0.1% | 147 |
|
|
2023
Q1 | $1.73K | Buy |
+34
| New | +$1.73K | ﹤0.01% | 787 |
|