J.P. Morgan Private Wealth Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $326K | Sell |
2,000
-7,780
| -80% | -$1.27M | ﹤0.01% | 1436 |
|
|
2023
Q2 | $1.65M | Sell |
9,780
-8,504
| -47% | -$1.43M | 0.01% | 627 |
|
|
2023
Q1 | $2.87M | Buy |
18,284
+433
| +2% | +$67.9K | 0.01% | 751 |
|
|
2022
Q4 | $2.65M | Hold |
17,851
| – | – | 0.01% | 747 |
|
|
2022
Q3 | $2.47M | Sell |
17,851
-594
| -3% | -$82.1K | 0.01% | 770 |
|
|
2022
Q2 | $2.68M | Buy |
18,445
+347
| +2% | +$50.4K | 0.01% | 750 |
|
|
2022
Q1 | $3.15M | Buy |
18,098
+2,947
| +19% | +$513K | 0.01% | 755 |
|
|
2021
Q4 | $2.76M | Hold |
15,151
| – | – | 0.01% | 794 |
|
|
2021
Q3 | $2.56M | Buy |
15,151
+7,080
| +88% | +$1.19M | 0.01% | 800 |
|
|
2021
Q2 | $1.38M | Buy |
+8,071
| New | +$1.38M | ﹤0.01% | 1040 |
|