J.P. Morgan Private Wealth Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $254K | Sell |
7,922
-100
| -1% | -$3.2K | ﹤0.01% | 1548 |
|
|
2023
Q2 | $276K | Buy |
+8,022
| New | +$276K | ﹤0.01% | 1270 |
|
|
2022
Q2 | – | Sell |
-6,990
| Closed | -$255K | – | 1968 |
|
|
2022
Q1 | $255K | Sell |
6,990
-1,854
| -21% | -$67.6K | ﹤0.01% | 1820 |
|
|
2021
Q4 | $353K | Buy |
8,844
+1,504
| +20% | +$60K | ﹤0.01% | 1682 |
|
|
2021
Q3 | $280K | Hold |
7,340
| – | – | ﹤0.01% | 1721 |
|
|
2021
Q2 | $292K | Hold |
7,340
| – | – | ﹤0.01% | 1684 |
|
|
2021
Q1 | $272K | Sell |
7,340
-770
| -9% | -$28.5K | ﹤0.01% | 1573 |
|
|
2020
Q4 | $296K | Sell |
8,110
-630
| -7% | -$23K | ﹤0.01% | 1500 |
|
|
2020
Q3 | $285K | Buy |
8,740
+850
| +11% | +$27.7K | ﹤0.01% | 1384 |
|
|
2020
Q2 | $238K | Buy |
+7,890
| New | +$238K | ﹤0.01% | 1398 |
|