TRADITION WEALTH MANAGEMENT, LLC – JPMorgan Ultra-Short Income ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$1.09M
portfolio value
TRADITION WEALTH MANAGEMENT, 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 | -14.18% | -3.60K shares | -179K | $50.16 | 21.81K |
| Q2 2022 | share | Decrease | -25.48% | -8.69K shares | -441K | $50.09 | 25.41K |
| Q1 2022 | share | Decrease | -79.44% | -131.75K shares | -6.65M | $50.27 | 34.10K |
| Q4 2021 | share | Decrease | -5.91% | -10.42K shares | -568K | $50.47 | 165.85K |
| Q3 2021 | share | Increase | +3.19% | 5.44K shares | 272K | $50.65 | 176.28K |
| Q2 2021 | share | Increase | +52.36% | 58.71K shares | 2.97M | $50.58 | 170.84K |
| Q1 2021 | share | Decrease | -2.31% | -2.65K shares | -139K | $50.51 | 112.12K |
| Q4 2020 | share | Increase | 0.00% | 114.78K shares | 5.83M | $50.48 | 114.78K |