J.P. Morgan Private Wealth Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.36M | Buy |
51,591
+16,361
| +46% | +$749K | 0.01% | 687 |
|
|
2023
Q2 | $1.65M | Sell |
35,230
-14,458
| -29% | -$675K | 0.01% | 629 |
|
|
2023
Q1 | $2.17M | Sell |
49,688
-1,867
| -4% | -$81.6K | ﹤0.01% | 850 |
|
|
2022
Q4 | $2.14M | Buy |
51,555
+13,655
| +36% | +$568K | ﹤0.01% | 814 |
|
|
2022
Q3 | $1.46M | Buy |
37,900
+32,793
| +642% | +$1.26M | ﹤0.01% | 972 |
|
|
2022
Q2 | $208K | Buy |
+5,107
| New | +$208K | ﹤0.01% | 1809 |
|