J.P. Morgan Private Wealth Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.75M | Sell |
68,276
-99,731
| -59% | -$2.56M | 0.01% | 787 |
|
|
2023
Q2 | $4.42M | Sell |
168,007
-195,906
| -54% | -$5.16M | 0.02% | 365 |
|
|
2023
Q1 | $9.58M | Buy |
363,913
+10,827
| +3% | +$285K | 0.02% | 436 |
|
|
2022
Q4 | $8.75M | Buy |
353,086
+48,625
| +16% | +$1.21M | 0.02% | 447 |
|
|
2022
Q3 | $6.62M | Buy |
304,461
+3,506
| +1% | +$76.2K | 0.02% | 488 |
|
|
2022
Q2 | $7.49M | Buy |
300,955
+10,972
| +4% | +$273K | 0.02% | 480 |
|
|
2022
Q1 | $8.44M | Sell |
289,983
-74,945
| -21% | -$2.18M | 0.02% | 481 |
|
|
2021
Q4 | $11M | Sell |
364,928
-9,345
| -2% | -$281K | 0.02% | 419 |
|
|
2021
Q3 | $11.3M | Buy |
374,273
+107,519
| +40% | +$3.24M | 0.03% | 402 |
|
|
2021
Q2 | $8.19M | Sell |
266,754
-9,275
| -3% | -$285K | 0.02% | 465 |
|
|
2021
Q1 | $8.2M | Buy |
276,029
+3,222
| +1% | +$95.7K | 0.03% | 400 |
|
|
2020
Q4 | $7.72M | Buy |
272,807
+10,660
| +4% | +$302K | 0.03% | 394 |
|
|
2020
Q3 | $6.78M | Buy |
262,147
+55,143
| +27% | +$1.43M | 0.03% | 385 |
|
|
2020
Q2 | $5.1M | Sell |
207,004
-9,556
| -4% | -$235K | 0.02% | 367 |
|
|
2020
Q1 | $4.77M | Buy |
216,560
+147,387
| +213% | +$3.25M | 0.03% | 360 |
|
|
2019
Q4 | $2.03M | Buy |
69,173
+22,987
| +50% | +$675K | 0.01% | 617 |
|
|
2019
Q3 | $1.29M | Buy |
46,186
+17,401
| +60% | +$485K | 0.01% | 686 |
|
|
2019
Q2 | $811K | Buy |
+28,785
| New | +$811K | ﹤0.01% | 815 |
|