J.P. Morgan Private Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $256K | Sell |
4,119
-507
| -11% | -$31.5K | ﹤0.01% | 1542 |
|
|
2023
Q2 | $309K | Sell |
4,626
-4,842
| -51% | -$323K | ﹤0.01% | 1229 |
|
|
2023
Q1 | $629K | Sell |
9,468
-2,946
| -24% | -$196K | ﹤0.01% | 1371 |
|
|
2022
Q4 | $839K | Buy |
12,414
+2,652
| +27% | +$179K | ﹤0.01% | 1233 |
|
|
2022
Q3 | $585K | Hold |
9,762
| – | – | ﹤0.01% | 1386 |
|
|
2022
Q2 | $634K | Buy |
9,762
+759
| +8% | +$49.3K | ﹤0.01% | 1357 |
|
|
2022
Q1 | $601K | Sell |
9,003
-12
| -0.1% | -$801 | ﹤0.01% | 1455 |
|
|
2021
Q4 | $602K | Buy |
9,015
+1,125
| +14% | +$75.1K | ﹤0.01% | 1478 |
|
|
2021
Q3 | $472K | Hold |
7,890
| – | – | ﹤0.01% | 1522 |
|
|
2021
Q2 | $484K | Buy |
7,890
+2,403
| +44% | +$147K | ﹤0.01% | 1494 |
|
|
2021
Q1 | $324K | Hold |
5,487
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q4 | $317K | Hold |
5,487
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q3 | $273K | Hold |
5,487
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q2 | $233K | Sell |
5,487
-75
| -1% | -$3.19K | ﹤0.01% | 1407 |
|
|
2020
Q1 | $201K | Buy |
5,562
+12
| +0.2% | +$434 | ﹤0.01% | 1297 |
|
|
2019
Q4 | $246K | Buy |
+5,550
| New | +$246K | ﹤0.01% | 1321 |
|