J.P. Morgan Private Wealth Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $363K | Sell |
15,251
-6,379
| -29% | -$152K | ﹤0.01% | 1380 |
|
|
2023
Q2 | $536K | Sell |
21,630
-23,308
| -52% | -$577K | ﹤0.01% | 1005 |
|
|
2023
Q1 | $1.18M | Sell |
44,938
-2,664
| -6% | -$70K | ﹤0.01% | 1098 |
|
|
2022
Q4 | $1.27M | Buy |
47,602
+4,494
| +10% | +$120K | ﹤0.01% | 1032 |
|
|
2022
Q3 | $1.04M | Buy |
43,108
+9,254
| +27% | +$223K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $955K | Sell |
33,854
-8,327
| -20% | -$235K | ﹤0.01% | 1160 |
|
|
2022
Q1 | $1.44M | Sell |
42,181
-2,129
| -5% | -$72.6K | ﹤0.01% | 1044 |
|
|
2021
Q4 | $1.58M | Sell |
44,310
-13,792
| -24% | -$491K | ﹤0.01% | 1016 |
|
|
2021
Q3 | $2.06M | Buy |
58,102
+8,627
| +17% | +$306K | 0.01% | 887 |
|
|
2021
Q2 | $1.82M | Sell |
49,475
-1,349
| -3% | -$49.5K | ﹤0.01% | 921 |
|
|
2021
Q1 | $1.75M | Sell |
50,824
-2,739
| -5% | -$94.4K | 0.01% | 815 |
|
|
2020
Q4 | $1.83M | Sell |
53,563
-7,769
| -13% | -$265K | 0.01% | 770 |
|
|
2020
Q3 | $1.82M | Sell |
61,332
-5,315
| -8% | -$158K | 0.01% | 673 |
|
|
2020
Q2 | $1.92M | Sell |
66,647
-28,455
| -30% | -$820K | 0.01% | 598 |
|
|
2020
Q1 | $2.55M | Sell |
95,102
-45,637
| -32% | -$1.22M | 0.01% | 485 |
|
|
2019
Q4 | $5.46M | Buy |
140,739
+1,865
| +1% | +$72.3K | 0.02% | 403 |
|
|
2019
Q3 | $5.49M | Buy |
138,874
+28,989
| +26% | +$1.15M | 0.03% | 385 |
|
|
2019
Q2 | $4.26M | Sell |
109,885
-5,792
| -5% | -$224K | 0.02% | 420 |
|
|
2019
Q1 | $4.54M | Buy |
115,677
+27,417
| +31% | +$1.08M | 0.02% | 414 |
|
|
2018
Q4 | $3.12M | Sell |
88,260
-8,476
| -9% | -$300K | 0.02% | 467 |
|
|
2018
Q3 | $3.7M | Buy |
+96,736
| New | +$3.7M | 0.02% | 494 |
|
|
2015
Q2 | – | Sell |
-6,295
| Closed | -$273K | – | 1123 |
|
|
2015
Q1 | $273K | Buy |
+6,295
| New | +$273K | ﹤0.01% | 925 |
|