J.P. Morgan Private Wealth Advisors’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.53M | Sell |
72,959
-704
| -1% | -$24.5K | 0.01% | 669 |
|
|
2023
Q2 | $2.66M | Sell |
73,663
-7,526
| -9% | -$272K | 0.01% | 482 |
|
|
2023
Q1 | $2.7M | Sell |
81,189
-18,378
| -18% | -$611K | 0.01% | 771 |
|
|
2022
Q4 | $3.1M | Sell |
99,567
-24,756
| -20% | -$770K | 0.01% | 713 |
|
|
2022
Q3 | $3.61M | Buy |
124,323
+7,635
| +7% | +$222K | 0.01% | 648 |
|
|
2022
Q2 | $3.59M | Buy |
116,688
+3,081
| +3% | +$94.7K | 0.01% | 663 |
|
|
2022
Q1 | $4.2M | Buy |
113,607
+6,285
| +6% | +$233K | 0.01% | 672 |
|
|
2021
Q4 | $4.21M | Buy |
107,322
+59,970
| +127% | +$2.35M | 0.01% | 656 |
|
|
2021
Q3 | $1.68M | Buy |
47,352
+7,629
| +19% | +$270K | ﹤0.01% | 970 |
|
|
2021
Q2 | $1.41M | Buy |
39,723
+9,723
| +32% | +$344K | ﹤0.01% | 1031 |
|
|
2021
Q1 | $982K | Hold |
30,000
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q4 | $930K | Hold |
30,000
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q3 | $835K | Sell |
30,000
-7,500
| -20% | -$209K | ﹤0.01% | 952 |
|
|
2020
Q2 | $954K | Sell |
37,500
-18,600
| -33% | -$473K | ﹤0.01% | 828 |
|
|
2020
Q1 | $1.19M | Buy |
56,100
+900
| +2% | +$19.2K | 0.01% | 659 |
|
|
2019
Q4 | $1.45M | Hold |
55,200
| – | – | 0.01% | 679 |
|
|
2019
Q3 | $1.34M | Sell |
55,200
-1,200
| -2% | -$29.1K | 0.01% | 676 |
|
|
2019
Q2 | $1.35M | Hold |
56,400
| – | – | 0.01% | 677 |
|
|
2019
Q1 | $1.28M | Buy |
56,400
+900
| +2% | +$20.5K | 0.01% | 716 |
|
|
2018
Q4 | $1.13M | Hold |
55,500
| – | – | 0.01% | 717 |
|
|
2018
Q3 | $1.31M | Hold |
55,500
| – | – | 0.01% | 742 |
|
|
2018
Q2 | $1.22M | Hold |
55,500
| – | – | 0.01% | 712 |
|
|
2018
Q1 | $1.19M | Hold |
55,500
| – | – | 0.01% | 608 |
|
|
2017
Q4 | $1.2M | Hold |
55,500
| – | – | 0.01% | 611 |
|
|
2017
Q3 | $1.13M | Buy |
+55,500
| New | +$1.13M | 0.01% | 597 |
|