J.P. Morgan Private Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-20,559
| Closed | -$1.08M | – | 1744 |
|
2023
Q2 | $1.08M | Sell |
20,559
-19,143
| -48% | -$1.01M | 0.01% | 741 |
|
2023
Q1 | $2.08M | Sell |
39,702
-3,172
| -7% | -$166K | ﹤0.01% | 865 |
|
2022
Q4 | $2.04M | Buy |
42,874
+17,392
| +68% | +$826K | ﹤0.01% | 843 |
|
2022
Q3 | $1.01M | Sell |
25,482
-5,447
| -18% | -$215K | ﹤0.01% | 1133 |
|
2022
Q2 | $1.39M | Buy |
30,929
+7,397
| +31% | +$333K | ﹤0.01% | 981 |
|
2022
Q1 | $1.26M | Buy |
23,532
+2,655
| +13% | +$142K | ﹤0.01% | 1101 |
|
2021
Q4 | $1.21M | Sell |
20,877
-642
| -3% | -$37.3K | ﹤0.01% | 1144 |
|
2021
Q3 | $1.21M | Buy |
21,519
+1,106
| +5% | +$62K | ﹤0.01% | 1125 |
|
2021
Q2 | $1.17M | Buy |
+20,413
| New | +$1.17M | ﹤0.01% | 1118 |
|
2021
Q1 | – | Sell |
-7,608
| Closed | -$390K | – | 1774 |
|
2020
Q4 | $390K | Buy |
+7,608
| New | +$390K | ﹤0.01% | 1389 |
|
2020
Q1 | – | Sell |
-32,397
| Closed | -$1.62M | – | 1474 |
|
2019
Q4 | $1.62M | Buy |
32,397
+686
| +2% | +$34.2K | 0.01% | 658 |
|
2019
Q3 | $1.45M | Sell |
31,711
-88
| -0.3% | -$4.02K | 0.01% | 651 |
|
2019
Q2 | $1.48M | Sell |
31,799
-2,440
| -7% | -$114K | 0.01% | 654 |
|
2019
Q1 | $1.57M | Sell |
34,239
-19,954
| -37% | -$916K | 0.01% | 668 |
|
2018
Q4 | $2.24M | Sell |
54,193
-54,925
| -50% | -$2.27M | 0.01% | 550 |
|
2018
Q3 | $5.23M | Buy |
109,118
+43,708
| +67% | +$2.1M | 0.03% | 418 |
|
2018
Q2 | $3.11M | Buy |
65,410
+51,090
| +357% | +$2.43M | 0.02% | 508 |
|
2018
Q1 | $711K | Sell |
14,320
-34,541
| -71% | -$1.71M | ﹤0.01% | 751 |
|
2017
Q4 | $2.45M | Buy |
48,861
+45
| +0.1% | +$2.26K | 0.02% | 448 |
|
2017
Q3 | $2.43M | Buy |
+48,816
| New | +$2.43M | 0.02% | 431 |
|