LEGACY CAPITAL WEALTH PARTNERS, LLC – JPMorgan Ultra-Short Income ETF Transaction History
LEGACY CAPITAL WEALTH PARTNERS, LLC portfolio value:
$216,000
portfolio value
LEGACY CAPITAL WEALTH PARTNERS, 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 | Decrease | -9.80% | -469 shares | -24K | $50.16 | 4.31K |
Q2 2022 | share | Decrease | -21.42% | -1.30K shares | -66K | $50.09 | 4.78K |
Q1 2022 | share | Decrease | -33.00% | -2.99K shares | -153K | $50.27 | 6.08K |
Q4 2021 | share | Increase | +22.65% | 1.67K shares | 83K | $50.47 | 9.08K |
Q3 2021 | share | Increase | +2.04% | 148 shares | 8K | $50.65 | 7.41K |
Q2 2021 | share | Increase | +19.13% | 1.16K shares | 59K | $50.58 | 7.26K |
Q1 2021 | share | Increase | 0.00% | 6.09K shares | 309K | $50.51 | 6.09K |