J.P. Morgan Private Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $306K | Sell |
6,327
-66
| -1% | -$3.19K | ﹤0.01% | 1469 |
|
|
2023
Q2 | $320K | Buy |
6,393
+63
| +1% | +$3.15K | ﹤0.01% | 1219 |
|
|
2023
Q1 | $315K | Sell |
6,330
-71
| -1% | -$3.53K | ﹤0.01% | 1662 |
|
|
2022
Q4 | $301K | Sell |
6,401
-6,100
| -49% | -$287K | ﹤0.01% | 1660 |
|
|
2022
Q3 | $502K | Buy |
12,501
+403
| +3% | +$16.2K | ﹤0.01% | 1452 |
|
|
2022
Q2 | $550K | Sell |
12,098
-473
| -4% | -$21.5K | ﹤0.01% | 1423 |
|
|
2022
Q1 | $663K | Buy |
12,571
+9
| +0.1% | +$475 | ﹤0.01% | 1406 |
|
|
2021
Q4 | $679K | Buy |
12,562
+6,849
| +120% | +$370K | ﹤0.01% | 1423 |
|
|
2021
Q3 | $302K | Buy |
5,713
+830
| +17% | +$43.9K | ﹤0.01% | 1693 |
|
|
2021
Q2 | $266K | Buy |
+4,883
| New | +$266K | ﹤0.01% | 1712 |
|
|
2020
Q1 | – | Sell |
-5,680
| Closed | -$304K | – | 1448 |
|
|
2019
Q4 | $304K | Buy |
+5,680
| New | +$304K | ﹤0.01% | 1235 |
|
|
2016
Q1 | – | Sell |
-7,990
| Closed | -$372K | – | 1254 |
|
|
2015
Q4 | $372K | Buy |
+7,990
| New | +$372K | ﹤0.01% | 790 |
|