TOBIAS FINANCIAL ADVISORS, INC. – JPMorgan Ultra-Short Income ETF Transaction History
TOBIAS FINANCIAL ADVISORS, INC. portfolio value:
$1.31M
portfolio value
TOBIAS FINANCIAL ADVISORS, 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 | Decrease | -15.24% | -4.71K shares | -235K | $50.16 | 26.24K |
| Q2 2022 | share | Decrease | -21.71% | -8.58K shares | -437K | $50.09 | 30.96K |
| Q1 2022 | share | Increase | 0.00% | 39.54K shares | 1.98M | $50.27 | 39.54K |
| Q4 2021 | share | Decrease | -100.00% | -42.03K shares | -2.13M | $50.47 | 0 |
| Q3 2021 | share | Increase | +3.15% | 1.28K shares | 64K | $50.65 | 42.03K |
| Q2 2021 | share | Decrease | -3.95% | -1.67K shares | -85K | $50.58 | 40.74K |
| Q1 2021 | share | Decrease | -8.29% | -3.83K shares | -196K | $50.51 | 42.42K |
| Q4 2020 | share | Increase | +2.11% | 955 shares | 48K | $50.48 | 46.25K |
| Q3 2020 | share | Increase | +157.13% | 27.68K shares | 1.40M | $50.32 | 45.30K |
| Q2 2020 | share | Increase | +173.06% | 11.16K shares | 574K | $50.1 | 17.61K |
| Q1 2020 | share | Decrease | -48.96% | -6.19K shares | -317K | $48.82 | 6.45K |
| Q4 2019 | share | Increase | 0.00% | 12.64K shares | 637K | $49.41 | 12.64K |