J.P. Morgan Private Wealth Advisors’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $616K | Hold |
20,520
| – | – | ﹤0.01% | 1157 |
|
|
2023
Q2 | $540K | Sell |
20,520
-10,968
| -35% | -$289K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $849K | Sell |
31,488
-301
| -0.9% | -$8.12K | ﹤0.01% | 1242 |
|
|
2022
Q4 | $889K | Sell |
31,789
-2,007
| -6% | -$56.1K | ﹤0.01% | 1199 |
|
|
2022
Q3 | $830K | Sell |
33,796
-104
| -0.3% | -$2.55K | ﹤0.01% | 1227 |
|
|
2022
Q2 | $794K | Buy |
+33,900
| New | +$794K | ﹤0.01% | 1252 |
|