J.P. Morgan Private Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $2.55M | Buy |
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|
2022
Q3 | $2.37M | Sell |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $2.83M | Buy |
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|
2021
Q2 | $2.82M | Buy |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $2.44M | Buy |
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|
2020
Q3 | $2.18M | Buy |
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|
2020
Q2 | $2.03M | Buy |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $1.88M | Sell |
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|
2019
Q3 | $1.89M | Sell |
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|
2019
Q2 | $2.13M | Sell |
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|
2019
Q1 | $5.43M | Hold |
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|
2018
Q4 | $4.84M | Sell |
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|
2018
Q3 | $8.87M | Buy |
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|
2018
Q2 | $3.51M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3.56M | Buy |
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|
2017
Q3 | $3.39M | Hold |
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|
2017
Q2 | $3.23M | Buy |
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|
2017
Q1 | $3.13M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.72M | Hold |
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|
2016
Q2 | $2.6M | Buy |
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|
2016
Q1 | $2.61M | Buy |
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|
2015
Q4 | $2.52M | Sell |
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|
2015
Q3 | $2.58M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.86M | Hold |
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|
2014
Q4 | $2.83M | Buy |
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|
2014
Q3 | $2.88M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $757K | Buy |
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|
2013
Q2 | $687K | Buy |
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