J.P. Morgan Private Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.03M | Sell |
129,954
-407
| -0.3% | -$12.6K | 0.01% | 544 |
|
|
2023
Q2 | $4.24M | Sell |
130,361
-16,056
| -11% | -$522K | 0.02% | 370 |
|
|
2023
Q1 | $4.7M | Buy |
146,417
+13,022
| +10% | +$418K | 0.01% | 601 |
|
|
2022
Q4 | $3.96M | Sell |
133,395
-9,322
| -7% | -$277K | 0.01% | 635 |
|
|
2022
Q3 | $3.68M | Buy |
142,717
+2,910
| +2% | +$75.1K | 0.01% | 635 |
|
|
2022
Q2 | $4.03M | Sell |
139,807
-6,446
| -4% | -$186K | 0.01% | 633 |
|
|
2022
Q1 | $5.01M | Buy |
146,253
+3,097
| +2% | +$106K | 0.01% | 612 |
|
|
2021
Q4 | $5.22M | Buy |
143,156
+1,025
| +0.7% | +$37.4K | 0.01% | 598 |
|
|
2021
Q3 | $5.15M | Sell |
142,131
-17,734
| -11% | -$642K | 0.01% | 589 |
|
|
2021
Q2 | $5.88M | Buy |
159,865
+8,111
| +5% | +$298K | 0.02% | 547 |
|
|
2021
Q1 | $5.37M | Buy |
151,754
+29,998
| +25% | +$1.06M | 0.02% | 495 |
|
|
2020
Q4 | $4.11M | Buy |
121,756
+321
| +0.3% | +$10.8K | 0.01% | 535 |
|
|
2020
Q3 | $3.55M | Buy |
121,435
+22,953
| +23% | +$672K | 0.01% | 513 |
|
|
2020
Q2 | $2.72M | Sell |
98,482
-1,782
| -2% | -$49.2K | 0.01% | 507 |
|
|
2020
Q1 | $2.4M | Sell |
100,264
-7,342
| -7% | -$176K | 0.01% | 500 |
|
|
2019
Q4 | $3.37M | Buy |
107,606
+2,939
| +3% | +$92.1K | 0.02% | 510 |
|
|
2019
Q3 | $3.07M | Sell |
104,667
-12,362
| -11% | -$363K | 0.02% | 506 |
|
|
2019
Q2 | $3.46M | Sell |
117,029
-1,073
| -0.9% | -$31.8K | 0.02% | 471 |
|
|
2019
Q1 | $3.45M | Sell |
118,102
-1,482
| -1% | -$43.3K | 0.02% | 491 |
|
|
2018
Q4 | $3.16M | Buy |
119,584
+41,644
| +53% | +$1.1M | 0.02% | 464 |
|
|
2018
Q3 | $2.4M | Sell |
77,940
-964
| -1% | -$29.7K | 0.01% | 586 |
|
|
2018
Q2 | $2.4M | Buy |
+78,904
| New | +$2.4M | 0.01% | 563 |
|