J.P. Morgan Private Wealth Advisors’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,845
| Closed | -$350K | – | 2006 |
|
|
2022
Q1 | $350K | Sell |
4,845
-6,504
| -57% | -$470K | ﹤0.01% | 1686 |
|
|
2021
Q4 | $871K | Sell |
11,349
-4,478
| -28% | -$344K | ﹤0.01% | 1316 |
|
|
2021
Q3 | $1.19M | Hold |
15,827
| – | – | ﹤0.01% | 1134 |
|
|
2021
Q2 | $1.2M | Buy |
15,827
+569
| +4% | +$43K | ﹤0.01% | 1104 |
|
|
2021
Q1 | $1.1M | Sell |
15,258
-539
| -3% | -$38.9K | ﹤0.01% | 996 |
|
|
2020
Q4 | $1.1M | Buy |
15,797
+3,105
| +24% | +$217K | ﹤0.01% | 971 |
|
|
2020
Q3 | $785K | Buy |
+12,692
| New | +$785K | ﹤0.01% | 984 |
|