J.P. Morgan Private Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $389K | Buy |
12,750
+4,250
| +50% | +$130K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $281K | Sell |
8,500
-515
| -6% | -$17K | ﹤0.01% | 1263 |
|
|
2023
Q1 | $283K | Buy |
9,015
+165
| +2% | +$5.18K | ﹤0.01% | 1699 |
|
|
2022
Q4 | $226K | Buy |
+8,850
| New | +$226K | ﹤0.01% | 1768 |
|
|
2022
Q3 | – | Sell |
-12,235
| Closed | -$323K | – | 1991 |
|
|
2022
Q2 | $323K | Sell |
12,235
-25
| -0.2% | -$660 | ﹤0.01% | 1613 |
|
|
2022
Q1 | $421K | Buy |
12,260
+3,215
| +36% | +$110K | ﹤0.01% | 1607 |
|
|
2021
Q4 | $374K | Buy |
+9,045
| New | +$374K | ﹤0.01% | 1658 |
|