J.P. Morgan Private Wealth Advisors’s iShares MSCI Australia ETF EWA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $429K | Sell |
19,944
-1,900
| -9% | -$40.9K | ﹤0.01% | 1307 |
|
2023
Q2 | $493K | Sell |
21,844
-9,259
| -30% | -$209K | ﹤0.01% | 1030 |
|
2023
Q1 | $714K | Buy |
31,103
+5,679
| +22% | +$130K | ﹤0.01% | 1327 |
|
2022
Q4 | $565K | Sell |
25,424
-7,819
| -24% | -$174K | ﹤0.01% | 1422 |
|
2022
Q3 | $652K | Sell |
33,243
-2,222
| -6% | -$43.6K | ﹤0.01% | 1344 |
|
2022
Q2 | $753K | Buy |
35,465
+4,172
| +13% | +$88.6K | ﹤0.01% | 1275 |
|
2022
Q1 | $827K | Buy |
31,293
+8,742
| +39% | +$231K | ﹤0.01% | 1305 |
|
2021
Q4 | $560K | Hold |
22,551
| – | – | ﹤0.01% | 1504 |
|
2021
Q3 | $560K | Sell |
22,551
-37
| -0.2% | -$919 | ﹤0.01% | 1460 |
|
2021
Q2 | $587K | Buy |
+22,588
| New | +$587K | ﹤0.01% | 1419 |
|
2020
Q2 | – | Sell |
-23,277
| Closed | -$362K | – | 1562 |
|
2020
Q1 | $362K | Sell |
23,277
-1,200
| -5% | -$18.7K | ﹤0.01% | 1058 |
|
2019
Q4 | $554K | Buy |
24,477
+431
| +2% | +$9.76K | ﹤0.01% | 1015 |
|
2019
Q3 | $535K | Sell |
24,046
-553
| -2% | -$12.3K | ﹤0.01% | 980 |
|
2019
Q2 | $554K | Sell |
24,599
-3,000
| -11% | -$67.6K | ﹤0.01% | 943 |
|
2019
Q1 | $594K | Sell |
27,599
-2,505
| -8% | -$53.9K | ﹤0.01% | 966 |
|
2018
Q4 | $580K | Sell |
30,104
-824
| -3% | -$15.9K | ﹤0.01% | 913 |
|
2018
Q3 | $684K | Buy |
+30,928
| New | +$684K | ﹤0.01% | 959 |
|
2013
Q4 | – | Sell |
-40,321
| Closed | -$1.02M | – | 674 |
|
2013
Q3 | $1.02M | Sell |
40,321
-3,310
| -8% | -$83.7K | 0.02% | 329 |
|
2013
Q2 | $985K | Buy |
+43,631
| New | +$985K | 0.02% | 322 |
|