J.P. Morgan Private Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $3.41M | Sell |
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|
2023
Q1 | $9.78M | Sell |
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|
2022
Q4 | $14.3M | Sell |
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|
2022
Q3 | $19.5M | Buy |
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|
2022
Q2 | $14M | Buy |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $12.7M | Sell |
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|
2021
Q3 | $17.2M | Buy |
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|
2021
Q2 | $18.1M | Buy |
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|
2021
Q1 | $16.5M | Buy |
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|
2020
Q4 | $15.8M | Buy |
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|
2020
Q3 | $12.4M | Sell |
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|
2020
Q2 | $12.5M | Buy |
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|
2020
Q1 | $6.51M | Buy |
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|
2019
Q4 | $7.73M | Buy |
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|
2019
Q3 | $5.63M | Buy |
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|
2019
Q2 | $5.98M | Sell |
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|
2019
Q1 | $6.27M | Sell |
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|
2018
Q4 | $29.8M | Sell |
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|
2018
Q3 | $50.2M | Buy |
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|
2018
Q2 | $49M | Buy |
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|
2018
Q1 | $38.5M | Buy |
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|
2017
Q4 | $37.1M | Buy |
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|
2017
Q3 | $35.4M | Buy |
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|
2017
Q2 | $29.2M | Buy |
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|
2017
Q1 | $23.5M | Buy |
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|
2016
Q4 | $12.1M | Buy |
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|
2016
Q3 | $6.33M | Sell |
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|
2016
Q2 | $5.17M | Sell |
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|
2016
Q1 | $5.22M | Sell |
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|
2015
Q4 | $9.25M | Sell |
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|
2015
Q3 | $9.08M | Sell |
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|
2015
Q2 | $14.3M | Sell |
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|
2015
Q1 | $13.5M | Sell |
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|
2014
Q4 | $11.6M | Buy |
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|
2014
Q3 | $9.47M | Buy |
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|
2014
Q2 | $9.31M | Sell |
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|
2014
Q1 | $10.1M | Buy |
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|
2013
Q4 | $8.86M | Buy |
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|
2013
Q3 | $8.37M | Sell |
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|
2013
Q2 | $6.78M | Buy |
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