J.P. Morgan Private Wealth Advisors’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.13M | Sell |
19,474
-907
| -4% | -$52.9K | ﹤0.01% | 928 |
|
|
2023
Q2 | $1.25M | Buy |
20,381
+4,970
| +32% | +$304K | 0.01% | 704 |
|
|
2023
Q1 | $932K | Buy |
15,411
+5,544
| +56% | +$335K | ﹤0.01% | 1191 |
|
|
2022
Q4 | $552K | Sell |
9,867
-1,671
| -14% | -$93.5K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $557K | Buy |
11,538
+3,498
| +44% | +$169K | ﹤0.01% | 1413 |
|
|
2022
Q2 | $432K | Sell |
8,040
-1,555
| -16% | -$83.6K | ﹤0.01% | 1512 |
|
|
2022
Q1 | $611K | Sell |
9,595
-205
| -2% | -$13.1K | ﹤0.01% | 1446 |
|
|
2021
Q4 | $662K | Sell |
9,800
-9,654
| -50% | -$652K | ﹤0.01% | 1438 |
|
|
2021
Q3 | $1.3M | Hold |
19,454
| – | – | ﹤0.01% | 1089 |
|
|
2021
Q2 | $1.31M | Buy |
19,454
+9,654
| +99% | +$651K | ﹤0.01% | 1064 |
|
|
2021
Q1 | $633K | Sell |
9,800
-2,170
| -18% | -$140K | ﹤0.01% | 1231 |
|
|
2020
Q4 | $738K | Buy |
11,970
+2,420
| +25% | +$149K | ﹤0.01% | 1126 |
|
|
2020
Q3 | $515K | Hold |
9,550
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q2 | $488K | Sell |
9,550
-15,350
| -62% | -$784K | ﹤0.01% | 1109 |
|
|
2020
Q1 | $1.1M | Sell |
24,900
-4,500
| -15% | -$199K | 0.01% | 682 |
|
|
2019
Q4 | $1.71M | Buy |
29,400
+275
| +0.9% | +$16K | 0.01% | 642 |
|
|
2019
Q3 | $1.59M | Sell |
29,125
-250
| -0.9% | -$13.7K | 0.01% | 631 |
|
|
2019
Q2 | $1.61M | Sell |
29,375
-85,876
| -75% | -$4.71M | 0.01% | 635 |
|
|
2019
Q1 | $6.24M | Sell |
115,251
-6,600
| -5% | -$357K | 0.03% | 356 |
|
|
2018
Q4 | $5.95M | Buy |
121,851
+114,251
| +1,503% | +$5.58M | 0.04% | 335 |
|
|
2018
Q3 | $431K | Buy |
+7,600
| New | +$431K | ﹤0.01% | 1126 |
|