J.P. Morgan Private Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12M | Buy |
34,922
+21,032
| +151% | +$7.26M | 0.03% | 342 |
|
|
2023
Q2 | $3.99M | Buy |
13,890
+5,288
| +61% | +$1.52M | 0.02% | 377 |
|
|
2023
Q1 | $2.38M | Buy |
8,602
+3,737
| +77% | +$1.04M | 0.01% | 815 |
|
|
2022
Q4 | $1.48M | Sell |
4,865
-15,909
| -77% | -$4.84M | ﹤0.01% | 962 |
|
|
2022
Q3 | $4.39M | Buy |
20,774
+10,185
| +96% | +$2.15M | 0.01% | 589 |
|
|
2022
Q2 | $2.46M | Buy |
10,589
+3,872
| +58% | +$901K | 0.01% | 775 |
|
|
2022
Q1 | $1.9M | Sell |
6,717
-13,944
| -67% | -$3.94M | ﹤0.01% | 921 |
|
|
2021
Q4 | $3.82M | Sell |
20,661
-18,443
| -47% | -$3.41M | 0.01% | 688 |
|
|
2021
Q3 | $7.7M | Buy |
39,104
+15,031
| +62% | +$2.96M | 0.02% | 482 |
|
|
2021
Q2 | $5.27M | Buy |
+24,073
| New | +$5.27M | 0.01% | 581 |
|
|
2020
Q1 | – | Sell |
-2,483
| Closed | -$658K | – | 1505 |
|
|
2019
Q4 | $658K | Buy |
2,483
+2
| +0.1% | +$530 | ﹤0.01% | 943 |
|
|
2019
Q3 | $583K | Sell |
2,481
-1,302
| -34% | -$306K | ﹤0.01% | 947 |
|
|
2019
Q2 | $1.12M | Sell |
3,783
-1,381
| -27% | -$409K | 0.01% | 713 |
|
|
2019
Q1 | $1.78M | Sell |
5,164
-1,099
| -18% | -$379K | 0.01% | 642 |
|
|
2018
Q4 | $1.76M | Sell |
6,263
-5,210
| -45% | -$1.46M | 0.01% | 598 |
|
|
2018
Q3 | $5.78M | Buy |
11,473
+2,045
| +22% | +$1.03M | 0.03% | 398 |
|
|
2018
Q2 | $4.95M | Sell |
9,428
-50
| -0.5% | -$26.3K | 0.03% | 400 |
|
|
2018
Q1 | $4.53M | Buy |
9,478
+3,420
| +56% | +$1.63M | 0.03% | 338 |
|
|
2017
Q4 | $3.16M | Sell |
6,058
-1,655
| -21% | -$862K | 0.02% | 400 |
|
|
2017
Q3 | $4.02M | Buy |
7,713
+2,535
| +49% | +$1.32M | 0.03% | 343 |
|
|
2017
Q2 | $2.57M | Buy |
5,178
+289
| +6% | +$143K | 0.02% | 413 |
|
|
2017
Q1 | $3.01M | Buy |
+4,889
| New | +$3.01M | 0.02% | 396 |
|
|
2015
Q2 | – | Sell |
-483
| Closed | -$325K | – | 1114 |
|
|
2015
Q1 | $325K | Sell |
483
-35
| -7% | -$23.6K | ﹤0.01% | 859 |
|
|
2014
Q4 | $372K | Buy |
+518
| New | +$372K | ﹤0.01% | 809 |
|