J.P. Morgan Private Wealth Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $384K | Sell |
12,133
-7,178
| -37% | -$227K | ﹤0.01% | 1356 |
|
|
2023
Q2 | $625K | Sell |
19,311
-3,829
| -17% | -$124K | ﹤0.01% | 946 |
|
|
2023
Q1 | $746K | Buy |
23,140
+925
| +4% | +$29.8K | ﹤0.01% | 1308 |
|
|
2022
Q4 | $681K | Sell |
22,215
-21,743
| -49% | -$667K | ﹤0.01% | 1332 |
|
|
2022
Q3 | $1.15M | Sell |
43,958
-29,206
| -40% | -$765K | ﹤0.01% | 1067 |
|
|
2022
Q2 | $2.19M | Sell |
73,164
-800
| -1% | -$24K | 0.01% | 812 |
|
|
2022
Q1 | $2.49M | Buy |
73,964
+39,580
| +115% | +$1.33M | 0.01% | 827 |
|
|
2021
Q4 | $1.14M | Buy |
34,384
+7,699
| +29% | +$255K | ﹤0.01% | 1176 |
|
|
2021
Q3 | $861K | Buy |
26,685
+12,547
| +89% | +$405K | ﹤0.01% | 1286 |
|
|
2021
Q2 | $462K | Buy |
+14,138
| New | +$462K | ﹤0.01% | 1505 |
|
|
2018
Q4 | – | Sell |
-10,941
| Closed | -$373K | – | 1495 |
|
|
2018
Q3 | $373K | Buy |
+10,941
| New | +$373K | ﹤0.01% | 1195 |
|
|
2016
Q2 | – | Sell |
-9,382
| Closed | -$294K | – | 1275 |
|
|
2016
Q1 | $294K | Buy |
+9,382
| New | +$294K | ﹤0.01% | 954 |
|
|
2013
Q4 | – | Sell |
-9,941
| Closed | -$390K | – | 684 |
|
|
2013
Q3 | $390K | Hold |
9,941
| – | – | 0.01% | 470 |
|
|
2013
Q2 | $351K | Buy |
+9,941
| New | +$351K | 0.01% | 473 |
|