AVANTAX PLANNING PARTNERS, INC. – JPMorgan Ultra-Short Income ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$898,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
+0.14%
quarter
JPMorgan Ultra-Short Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.53% | 1.99K shares | 101K | $50.16 | 17.90K |
| Q2 2022 | share | Decrease | -6.14% | -1.04K shares | -55K | $50.09 | 15.90K |
| Q1 2022 | share | Decrease | -5.57% | -1K shares | -54K | $50.27 | 16.95K |
| Q4 2021 | share | Decrease | -3.96% | -741 shares | -42K | $50.47 | 17.95K |
| Q3 2021 | share | Decrease | -0.21% | -39 shares | -2K | $50.65 | 18.69K |
| Q2 2021 | share | Increase | +12.92% | 2.14K shares | 108K | $50.58 | 18.73K |
| Q1 2021 | share | Increase | 0.00% | 16.58K shares | 842K | $50.51 | 16.58K |
| Q4 2018 | share | Increase | +701.54% | 7.30K shares | 366K | $47.81 | 8.34K |
| Q3 2018 | share | Increase | 0.00% | 1.04K shares | 52K | $47.55 | 1.04K |