J.P. Morgan Private Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.65M | Buy |
39,723
+1,694
| +4% | +$70.5K | ﹤0.01% | 811 |
|
|
2023
Q2 | $1.48M | Sell |
38,029
-1,621
| -4% | -$62.9K | 0.01% | 658 |
|
|
2023
Q1 | $1.55M | Sell |
39,650
-33,687
| -46% | -$1.32M | ﹤0.01% | 978 |
|
|
2022
Q4 | $2.98M | Buy |
73,337
+749
| +1% | +$30.5K | 0.01% | 724 |
|
|
2022
Q3 | $2.52M | Sell |
72,588
-62,108
| -46% | -$2.16M | 0.01% | 764 |
|
|
2022
Q2 | $4.85M | Buy |
134,696
+70,190
| +109% | +$2.53M | 0.01% | 572 |
|
|
2022
Q1 | $2.61M | Buy |
64,506
+58,090
| +905% | +$2.35M | 0.01% | 811 |
|
|
2021
Q4 | $202K | Buy |
+6,416
| New | +$202K | ﹤0.01% | 1906 |
|
|
2020
Q1 | – | Sell |
-32,670
| Closed | -$983K | – | 1475 |
|
|
2019
Q4 | $983K | Buy |
+32,670
| New | +$983K | ﹤0.01% | 799 |
|
|
2018
Q4 | – | Sell |
-32,172
| Closed | -$1.15M | – | 1521 |
|
|
2018
Q3 | $1.15M | Buy |
+32,172
| New | +$1.15M | 0.01% | 782 |
|
|
2017
Q3 | – | Sell |
-29,993
| Closed | -$950K | – | 1262 |
|
|
2017
Q2 | $950K | Sell |
29,993
-2,456
| -8% | -$77.8K | 0.01% | 635 |
|
|
2017
Q1 | $1.11M | Buy |
32,449
+1,738
| +6% | +$59.6K | 0.01% | 601 |
|
|
2016
Q4 | $1.1M | Sell |
30,711
-6,656
| -18% | -$239K | 0.01% | 575 |
|
|
2016
Q3 | $1.29M | Buy |
37,367
+7,552
| +25% | +$260K | 0.01% | 529 |
|
|
2016
Q2 | $990K | Buy |
+29,815
| New | +$990K | 0.01% | 599 |
|
|
2014
Q4 | – | Sell |
-7,488
| Closed | -$335K | – | 1114 |
|
|
2014
Q3 | $335K | Sell |
7,488
-12
| -0.2% | -$537 | ﹤0.01% | 812 |
|
|
2014
Q2 | $375K | Hold |
7,500
| – | – | 0.01% | 648 |
|
|
2014
Q1 | $332K | Buy |
+7,500
| New | +$332K | 0.01% | 696 |
|