CURI WEALTH MANAGEMENT, LLC – JPMorgan Ultra-Short Income ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$338,000
portfolio value
CURI 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 | Increase | +7.84% | 489 shares | 25K | $50.16 | 6.72K |
| Q2 2022 | share | Decrease | -17.68% | -1.34K shares | -68K | $50.09 | 6.24K |
| Q1 2022 | share | Increase | +23.51% | 1.44K shares | 72K | $50.27 | 7.58K |
| Q4 2021 | share | Increase | +5.74% | 333 shares | 15K | $50.47 | 6.13K |
| Q3 2021 | share | Increase | +36.28% | 1.54K shares | 78K | $50.65 | 5.80K |
| Q2 2021 | share | Increase | 0.00% | 4.25K shares | 216K | $50.58 | 4.25K |
| Q4 2020 | share | Increase | 0.00% | 1.28K shares | 65K | $50.48 | 1.28K |