J.P. Morgan Private Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $316K | Sell |
4,295
-97
| -2% | -$7.14K | ﹤0.01% | 1452 |
|
|
2023
Q2 | $359K | Sell |
4,392
-978
| -18% | -$80K | ﹤0.01% | 1166 |
|
|
2023
Q1 | $450K | Sell |
5,370
-856
| -14% | -$71.7K | ﹤0.01% | 1520 |
|
|
2022
Q4 | $539K | Buy |
6,226
+95
| +2% | +$8.22K | ﹤0.01% | 1447 |
|
|
2022
Q3 | $497K | Buy |
6,131
+975
| +19% | +$79K | ﹤0.01% | 1455 |
|
|
2022
Q2 | $441K | Buy |
5,156
+473
| +10% | +$40.5K | ﹤0.01% | 1502 |
|
|
2022
Q1 | $426K | Buy |
4,683
+204
| +5% | +$18.6K | ﹤0.01% | 1602 |
|
|
2021
Q4 | $396K | Buy |
+4,479
| New | +$396K | ﹤0.01% | 1635 |
|
|
2021
Q2 | – | Sell |
-2,735
| Closed | -$218K | – | 1917 |
|
|
2021
Q1 | $218K | Buy |
+2,735
| New | +$218K | ﹤0.01% | 1650 |
|
|
2018
Q3 | – | Sell |
-3,172
| Closed | -$209K | – | 1585 |
|
|
2018
Q2 | $209K | Buy |
+3,172
| New | +$209K | ﹤0.01% | 1359 |
|