J.P. Morgan Private Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $255K | Sell |
6,857
-5,878
| -46% | -$219K | ﹤0.01% | 1546 |
|
|
2023
Q2 | $487K | Sell |
12,735
-31,753
| -71% | -$1.21M | ﹤0.01% | 1038 |
|
|
2023
Q1 | $1.66M | Buy |
44,488
+33,040
| +289% | +$1.23M | ﹤0.01% | 952 |
|
|
2022
Q4 | $429K | Sell |
11,448
-34,390
| -75% | -$1.29M | ﹤0.01% | 1528 |
|
|
2022
Q3 | $1.55M | Buy |
45,838
+8,258
| +22% | +$279K | ﹤0.01% | 940 |
|
|
2022
Q2 | $1.36M | Buy |
+37,580
| New | +$1.36M | ﹤0.01% | 987 |
|