J.P. Morgan Private Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $639K | Sell |
14,662
-24
| -0.2% | -$1.05K | ﹤0.01% | 1146 |
|
|
2023
Q2 | $679K | Sell |
14,686
-2,731
| -16% | -$126K | ﹤0.01% | 908 |
|
|
2023
Q1 | $789K | Buy |
17,417
+2,958
| +20% | +$134K | ﹤0.01% | 1277 |
|
|
2022
Q4 | $606K | Sell |
14,459
-8,370
| -37% | -$351K | ﹤0.01% | 1392 |
|
|
2022
Q3 | $855K | Buy |
22,829
+4,856
| +27% | +$182K | ﹤0.01% | 1216 |
|
|
2022
Q2 | $746K | Sell |
17,973
-632
| -3% | -$26.2K | ﹤0.01% | 1282 |
|
|
2022
Q1 | $914K | Sell |
18,605
-384
| -2% | -$18.9K | ﹤0.01% | 1262 |
|
|
2021
Q4 | $1M | Sell |
18,989
-236
| -1% | -$12.4K | ﹤0.01% | 1242 |
|
|
2021
Q3 | $896K | Buy |
19,225
+4,235
| +28% | +$197K | ﹤0.01% | 1267 |
|
|
2021
Q2 | $729K | Buy |
14,990
+2,444
| +19% | +$119K | ﹤0.01% | 1340 |
|
|
2021
Q1 | $555K | Sell |
12,546
-58
| -0.5% | -$2.57K | ﹤0.01% | 1269 |
|
|
2020
Q4 | $563K | Hold |
12,604
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q3 | $518K | Hold |
12,604
| – | – | ﹤0.01% | 1133 |
|
|
2020
Q2 | $491K | Hold |
12,604
| – | – | ﹤0.01% | 1104 |
|
|
2020
Q1 | $446K | Hold |
12,604
| – | – | ﹤0.01% | 974 |
|
|
2019
Q4 | $512K | Hold |
12,604
| – | – | ﹤0.01% | 1040 |
|
|
2019
Q3 | $475K | Buy |
12,604
+146
| +1% | +$5.5K | ﹤0.01% | 1024 |
|
|
2019
Q2 | $468K | Hold |
12,458
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q1 | $441K | Hold |
12,458
| – | – | ﹤0.01% | 1073 |
|
|
2018
Q4 | $393K | Sell |
12,458
-116
| -0.9% | -$3.66K | ﹤0.01% | 1050 |
|
|
2018
Q3 | $436K | Buy |
+12,574
| New | +$436K | ﹤0.01% | 1124 |
|
|
2013
Q4 | – | Sell |
-14,506
| Closed | -$454K | – | 681 |
|
|
2013
Q3 | $454K | Buy |
14,506
+1,141
| +9% | +$35.7K | 0.01% | 452 |
|
|
2013
Q2 | $383K | Buy |
+13,365
| New | +$383K | 0.01% | 457 |
|