J.P. Morgan Private Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $135K | Hold |
11,871
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q2 | $143K | Sell |
11,871
-1,157
| -9% | -$13.9K | ﹤0.01% | 1423 |
|
|
2023
Q1 | $147K | Sell |
13,028
-5,214
| -29% | -$58.9K | ﹤0.01% | 1874 |
|
|
2022
Q4 | $213K | Hold |
18,242
| – | – | ﹤0.01% | 1798 |
|
|
2022
Q3 | $202K | Sell |
18,242
-1,902
| -9% | -$21.1K | ﹤0.01% | 1809 |
|
|
2022
Q2 | $282K | Sell |
20,144
-3,055
| -13% | -$42.8K | ﹤0.01% | 1684 |
|
|
2022
Q1 | $396K | Sell |
23,199
-11,863
| -34% | -$202K | ﹤0.01% | 1634 |
|
|
2021
Q4 | $630K | Hold |
35,062
| – | – | ﹤0.01% | 1457 |
|
|
2021
Q3 | $667K | Buy |
35,062
+5,118
| +17% | +$97.4K | ﹤0.01% | 1391 |
|
|
2021
Q2 | $594K | Buy |
29,944
+7,185
| +32% | +$143K | ﹤0.01% | 1415 |
|
|
2021
Q1 | $431K | Buy |
22,759
+5,291
| +30% | +$100K | ﹤0.01% | 1378 |
|
|
2020
Q4 | $293K | Buy |
+17,468
| New | +$293K | ﹤0.01% | 1505 |
|
|
2020
Q2 | – | Sell |
-12,060
| Closed | -$121K | – | 1581 |
|
|
2020
Q1 | $121K | Buy |
+12,060
| New | +$121K | ﹤0.01% | 1350 |
|