J.P. Morgan Private Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $327K | Buy |
+4,351
| New | +$327K | ﹤0.01% | 1433 |
|
|
2023
Q2 | – | Sell |
-5,031
| Closed | -$380K | – | 1616 |
|
|
2023
Q1 | $380K | Buy |
5,031
+10
| +0.2% | +$755 | ﹤0.01% | 1583 |
|
|
2022
Q4 | $366K | Buy |
5,021
+10
| +0.2% | +$729 | ﹤0.01% | 1584 |
|
|
2022
Q3 | $335K | Buy |
5,011
+16
| +0.3% | +$1.07K | ﹤0.01% | 1612 |
|
|
2022
Q2 | $353K | Buy |
4,995
+9
| +0.2% | +$636 | ﹤0.01% | 1578 |
|
|
2022
Q1 | $423K | Sell |
4,986
-493
| -9% | -$41.8K | ﹤0.01% | 1605 |
|
|
2021
Q4 | $490K | Buy |
5,479
+511
| +10% | +$45.7K | ﹤0.01% | 1564 |
|
|
2021
Q3 | $416K | Buy |
4,968
+10
| +0.2% | +$837 | ﹤0.01% | 1573 |
|
|
2021
Q2 | $419K | Buy |
+4,958
| New | +$419K | ﹤0.01% | 1542 |
|