J.P. Morgan Private Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.05M | Sell |
49,297
-1,817
| -4% | -$38.7K | ﹤0.01% | 955 |
|
|
2023
Q2 | $1.13M | Sell |
51,114
-3,021
| -6% | -$66.8K | 0.01% | 729 |
|
|
2023
Q1 | $1.25M | Sell |
54,135
-111,191
| -67% | -$2.58M | ﹤0.01% | 1062 |
|
|
2022
Q4 | $3.71M | Buy |
165,326
+141,802
| +603% | +$3.18M | 0.01% | 656 |
|
|
2022
Q3 | $491K | Sell |
23,524
-5,332
| -18% | -$111K | ﹤0.01% | 1464 |
|
|
2022
Q2 | $725K | Sell |
28,856
-23,641
| -45% | -$594K | ﹤0.01% | 1296 |
|
|
2022
Q1 | $1.57M | Buy |
52,497
+5,022
| +11% | +$150K | ﹤0.01% | 1000 |
|
|
2021
Q4 | $1.56M | Buy |
47,475
+38,405
| +423% | +$1.26M | ﹤0.01% | 1020 |
|
|
2021
Q3 | $294K | Buy |
9,070
+642
| +8% | +$20.8K | ﹤0.01% | 1701 |
|
|
2021
Q2 | $280K | Buy |
8,428
+129
| +2% | +$4.29K | ﹤0.01% | 1694 |
|
|
2021
Q1 | $268K | Sell |
8,299
-50,714
| -86% | -$1.64M | ﹤0.01% | 1579 |
|
|
2020
Q4 | $1.78M | Buy |
+59,013
| New | +$1.78M | 0.01% | 780 |
|
|
2019
Q3 | – | Sell |
-8,000
| Closed | -$236K | – | 1455 |
|
|
2019
Q2 | $236K | Sell |
8,000
-154
| -2% | -$4.54K | ﹤0.01% | 1238 |
|
|
2019
Q1 | $242K | Buy |
+8,154
| New | +$242K | ﹤0.01% | 1304 |
|