J.P. Morgan Private Wealth Advisors’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.08M | Buy |
30,418
+3,047
| +11% | +$108K | ﹤0.01% | 948 |
|
|
2023
Q2 | $1.03M | Sell |
27,371
-1,363
| -5% | -$51.3K | 0.01% | 752 |
|
|
2023
Q1 | $1.06M | Buy |
28,734
+10
| +0% | +$370 | ﹤0.01% | 1135 |
|
|
2022
Q4 | $977K | Buy |
28,724
+6,182
| +27% | +$210K | ﹤0.01% | 1159 |
|
|
2022
Q3 | $659K | Buy |
22,542
+13,076
| +138% | +$382K | ﹤0.01% | 1340 |
|
|
2022
Q2 | $310K | Buy |
9,466
+448
| +5% | +$14.7K | ﹤0.01% | 1632 |
|
|
2022
Q1 | $347K | Buy |
9,018
+352
| +4% | +$13.5K | ﹤0.01% | 1690 |
|
|
2021
Q4 | $364K | Buy |
8,666
+2,870
| +50% | +$121K | ﹤0.01% | 1667 |
|
|
2021
Q3 | $240K | Buy |
+5,796
| New | +$240K | ﹤0.01% | 1781 |
|