J.P. Morgan Private Wealth Advisors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $186K | Hold |
15,500
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q2 | $193K | Hold |
15,500
| – | – | ﹤0.01% | 1397 |
|
|
2023
Q1 | $201K | Hold |
15,500
| – | – | ﹤0.01% | 1835 |
|
|
2022
Q4 | $199K | Hold |
15,500
| – | – | ﹤0.01% | 1827 |
|
|
2022
Q3 | $197K | Hold |
15,500
| – | – | ﹤0.01% | 1814 |
|
|
2022
Q2 | $214K | Sell |
15,500
-5,000
| -24% | -$69K | ﹤0.01% | 1797 |
|
|
2022
Q1 | $310K | Hold |
20,500
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q4 | $300K | Sell |
20,500
-9,500
| -32% | -$139K | ﹤0.01% | 1748 |
|
|
2021
Q3 | $418K | Buy |
30,000
+12,500
| +71% | +$174K | ﹤0.01% | 1570 |
|
|
2021
Q2 | $259K | Sell |
17,500
-10,350
| -37% | -$153K | ﹤0.01% | 1724 |
|
|
2021
Q1 | $399K | Hold |
27,850
| – | – | ﹤0.01% | 1411 |
|
|
2020
Q4 | $364K | Sell |
27,850
-8,000
| -22% | -$105K | ﹤0.01% | 1419 |
|
|
2020
Q3 | $379K | Buy |
35,850
+8,350
| +30% | +$88.3K | ﹤0.01% | 1267 |
|
|
2020
Q2 | $307K | Sell |
27,500
-11,000
| -29% | -$123K | ﹤0.01% | 1296 |
|
|
2020
Q1 | $389K | Buy |
38,500
+4,000
| +12% | +$40.4K | ﹤0.01% | 1028 |
|
|
2019
Q4 | $565K | Buy |
34,500
+6,000
| +21% | +$98.3K | ﹤0.01% | 1006 |
|
|
2019
Q3 | $475K | Buy |
+28,500
| New | +$475K | ﹤0.01% | 1025 |
|