J.P. Morgan Private Wealth Advisors’s Woodside Energy WDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $479K | Buy |
+20,570
| New | +$479K | ﹤0.01% | 1265 |
|
|
2023
Q2 | – | Sell |
-28,166
| Closed | -$632K | – | 1918 |
|
|
2023
Q1 | $632K | Buy |
28,166
+628
| +2% | +$14.1K | ﹤0.01% | 1370 |
|
|
2022
Q4 | $667K | Sell |
27,538
-566
| -2% | -$13.7K | ﹤0.01% | 1334 |
|
|
2022
Q3 | $567K | Sell |
28,104
-21,468
| -43% | -$433K | ﹤0.01% | 1405 |
|
|
2022
Q2 | $1.07M | Buy |
+49,572
| New | +$1.07M | ﹤0.01% | 1119 |
|