J.P. Morgan Private Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,254
| Closed | -$690K | – | 1965 |
|
|
2022
Q3 | $690K | Sell |
11,254
-860
| -7% | -$52.7K | ﹤0.01% | 1317 |
|
|
2022
Q2 | $796K | Sell |
12,114
-658
| -5% | -$43.2K | ﹤0.01% | 1250 |
|
|
2022
Q1 | $1.02M | Sell |
12,772
-39
| -0.3% | -$3.1K | ﹤0.01% | 1217 |
|
|
2021
Q4 | $1.03M | Buy |
12,811
+917
| +8% | +$73.4K | ﹤0.01% | 1228 |
|
|
2021
Q3 | $933K | Sell |
11,894
-1,295
| -10% | -$102K | ﹤0.01% | 1246 |
|
|
2021
Q2 | $1.02M | Buy |
+13,189
| New | +$1.02M | ﹤0.01% | 1189 |
|