J.P. Morgan Private Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,280
| Closed | -$228K | – | 1973 |
|
|
2022
Q4 | $228K | Buy |
+4,280
| New | +$228K | ﹤0.01% | 1764 |
|
|
2022
Q2 | – | Sell |
-8,236
| Closed | -$556K | – | 1971 |
|
|
2022
Q1 | $556K | Sell |
8,236
-384
| -4% | -$25.9K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $596K | Buy |
8,620
+444
| +5% | +$30.7K | ﹤0.01% | 1481 |
|
|
2021
Q3 | $497K | Sell |
8,176
-1,452
| -15% | -$88.3K | ﹤0.01% | 1499 |
|
|
2021
Q2 | $626K | Buy |
9,628
+768
| +9% | +$49.9K | ﹤0.01% | 1396 |
|
|
2021
Q1 | $571K | Sell |
8,860
-656
| -7% | -$42.3K | ﹤0.01% | 1256 |
|
|
2020
Q4 | $525K | Sell |
9,516
-300
| -3% | -$16.6K | ﹤0.01% | 1272 |
|
|
2020
Q3 | $488K | Sell |
9,816
-80
| -0.8% | -$3.98K | ﹤0.01% | 1166 |
|
|
2020
Q2 | $402K | Buy |
+9,896
| New | +$402K | ﹤0.01% | 1198 |
|