J.P. Morgan Private Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.51M | Sell |
18,274
-1,152
| -6% | -$94.9K | ﹤0.01% | 834 |
|
|
2023
Q2 | $1.65M | Buy |
19,426
+1,908
| +11% | +$162K | 0.01% | 626 |
|
|
2023
Q1 | $1.46M | Sell |
17,518
-109
| -0.6% | -$9.09K | ﹤0.01% | 997 |
|
|
2022
Q4 | $1.5M | Buy |
17,627
+13,725
| +352% | +$1.16M | ﹤0.01% | 954 |
|
|
2022
Q3 | $294K | Buy |
3,902
+236
| +6% | +$17.8K | ﹤0.01% | 1656 |
|
|
2022
Q2 | $297K | Sell |
3,666
-517
| -12% | -$41.9K | ﹤0.01% | 1654 |
|
|
2022
Q1 | $367K | Buy |
4,183
+325
| +8% | +$28.5K | ﹤0.01% | 1667 |
|
|
2021
Q4 | $349K | Buy |
3,858
+79
| +2% | +$7.15K | ﹤0.01% | 1686 |
|
|
2021
Q3 | $316K | Sell |
3,779
-974
| -20% | -$81.4K | ﹤0.01% | 1673 |
|
|
2021
Q2 | $395K | Buy |
4,753
+982
| +26% | +$81.6K | ﹤0.01% | 1571 |
|
|
2021
Q1 | $291K | Sell |
3,771
-1,493
| -28% | -$115K | ﹤0.01% | 1541 |
|
|
2020
Q4 | $402K | Buy |
5,264
+766
| +17% | +$58.5K | ﹤0.01% | 1374 |
|
|
2020
Q3 | $323K | Sell |
4,498
-12
| -0.3% | -$862 | ﹤0.01% | 1330 |
|
|
2020
Q2 | $310K | Sell |
4,510
-5,525
| -55% | -$380K | ﹤0.01% | 1292 |
|
|
2020
Q1 | $612K | Buy |
10,035
+614
| +7% | +$37.4K | ﹤0.01% | 860 |
|
|
2019
Q4 | $648K | Buy |
+9,421
| New | +$648K | ﹤0.01% | 947 |
|
|
2017
Q2 | – | Sell |
-5,634
| Closed | -$290K | – | 1287 |
|
|
2017
Q1 | $290K | Sell |
5,634
-224
| -4% | -$11.5K | ﹤0.01% | 1082 |
|
|
2016
Q4 | $278K | Hold |
5,858
| – | – | ﹤0.01% | 1033 |
|
|
2016
Q3 | $295K | Buy |
5,858
+352
| +6% | +$17.7K | ﹤0.01% | 994 |
|
|
2016
Q2 | $278K | Sell |
5,506
-1,358
| -20% | -$68.6K | ﹤0.01% | 1014 |
|
|
2016
Q1 | $331K | Buy |
6,864
+2,304
| +51% | +$111K | ﹤0.01% | 911 |
|
|
2015
Q4 | $234K | Buy |
+4,560
| New | +$234K | ﹤0.01% | 968 |
|