J.P. Morgan Private Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,020
| Closed | -$250K | – | 1738 |
|
|
2023
Q1 | $250K | Sell |
6,020
-101
| -2% | -$4.2K | ﹤0.01% | 1746 |
|
|
2022
Q4 | $253K | Buy |
6,121
+210
| +4% | +$8.67K | ﹤0.01% | 1726 |
|
|
2022
Q3 | $233K | Hold |
5,911
| – | – | ﹤0.01% | 1753 |
|
|
2022
Q2 | $218K | Sell |
5,911
-815
| -12% | -$30.1K | ﹤0.01% | 1790 |
|
|
2022
Q1 | $271K | Sell |
6,726
-1,918
| -22% | -$77.3K | ﹤0.01% | 1793 |
|
|
2021
Q4 | $302K | Sell |
8,644
-2,142
| -20% | -$74.8K | ﹤0.01% | 1746 |
|
|
2021
Q3 | $380K | Hold |
10,786
| – | – | ﹤0.01% | 1611 |
|
|
2021
Q2 | $417K | Buy |
10,786
+1,660
| +18% | +$64.2K | ﹤0.01% | 1545 |
|
|
2021
Q1 | $302K | Buy |
+9,126
| New | +$302K | ﹤0.01% | 1527 |
|
|
2020
Q4 | – | Sell |
-17,638
| Closed | -$387K | – | 1726 |
|
|
2020
Q3 | $387K | Sell |
17,638
-102
| -0.6% | -$2.24K | ﹤0.01% | 1254 |
|
|
2020
Q2 | $483K | Buy |
+17,740
| New | +$483K | ﹤0.01% | 1121 |
|
|
2020
Q1 | – | Sell |
-36,073
| Closed | -$1.71M | – | 1496 |
|
|
2019
Q4 | $1.71M | Sell |
36,073
-41,078
| -53% | -$1.94M | 0.01% | 643 |
|
|
2019
Q3 | $3.88M | Buy |
77,151
+1,175
| +2% | +$59.1K | 0.02% | 459 |
|
|
2019
Q2 | $4.02M | Buy |
75,976
+200
| +0.3% | +$10.6K | 0.02% | 436 |
|
|
2019
Q1 | $4.03M | Buy |
75,776
+730
| +1% | +$38.9K | 0.02% | 450 |
|
|
2018
Q4 | $3.45M | Sell |
75,046
-113,688
| -60% | -$5.23M | 0.02% | 441 |
|
|
2018
Q3 | $10.8M | Sell |
188,734
-777
| -0.4% | -$44.5K | 0.05% | 283 |
|
|
2018
Q2 | $10.4M | Buy |
189,511
+53,526
| +39% | +$2.94M | 0.06% | 270 |
|
|
2018
Q1 | $6.93M | Sell |
135,985
-30,373
| -18% | -$1.55M | 0.05% | 279 |
|
|
2017
Q4 | $9.84M | Buy |
166,358
+147,651
| +789% | +$8.74M | 0.06% | 241 |
|
|
2017
Q3 | $1.16M | Buy |
18,707
+4,241
| +29% | +$262K | 0.01% | 591 |
|
|
2017
Q2 | $948K | Buy |
14,466
+10,429
| +258% | +$683K | 0.01% | 638 |
|
|
2017
Q1 | $281K | Buy |
+4,037
| New | +$281K | ﹤0.01% | 1090 |
|