HERITAGE FINANCIAL SERVICES, LLC – JPMorgan Ultra-Short Income ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$5.46M
portfolio value
HERITAGE FINANCIAL SERVICES, LLC 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 | +4.43% | 4.61K shares | 239K | $50.16 | 108.97K |
| Q2 2022 | share | Increase | 0.00% | 104.35K shares | 5.22M | $50.09 | 104.35K |