J.P. Morgan Private Wealth Advisors’s SPDR S&P Telecom ETF XTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,086
| Closed | -$286K | – | 2035 |
|
|
2022
Q1 | $286K | Sell |
3,086
-1,200
| -28% | -$111K | ﹤0.01% | 1769 |
|
|
2021
Q4 | $436K | Sell |
4,286
-32
| -0.7% | -$3.26K | ﹤0.01% | 1606 |
|
|
2021
Q3 | $412K | Sell |
4,318
-3,835
| -47% | -$366K | ﹤0.01% | 1579 |
|
|
2021
Q2 | $834K | Sell |
8,153
-7,900
| -49% | -$808K | ﹤0.01% | 1277 |
|
|
2021
Q1 | $1.51M | Buy |
+16,053
| New | +$1.51M | ﹤0.01% | 873 |
|