J.P. Morgan Private Wealth Advisors’s iShares Russell 1000 Pure U.S. Revenue ETF AMCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-33,420
| Closed | -$961K | – | 1524 |
|
|
2019
Q3 | $961K | Hold |
33,420
| – | – | 0.01% | 772 |
|
|
2019
Q2 | $944K | Buy |
+33,420
| New | +$944K | 0.01% | 772 |
|
|
2018
Q4 | – | Sell |
-27,445
| Closed | -$778K | – | 1617 |
|
|
2018
Q3 | $778K | Hold |
27,445
| – | – | ﹤0.01% | 911 |
|
|
2018
Q2 | $746K | Hold |
27,445
| – | – | ﹤0.01% | 873 |
|
|
2018
Q1 | $714K | Buy |
+27,445
| New | +$714K | ﹤0.01% | 749 |
|