JP Morgan Private Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.7M | Buy |
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|
2023
Q2 | $3.9M | Sell |
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|
2023
Q1 | $3.87M | Buy |
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|
2022
Q4 | $3.6M | Buy |
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|
2022
Q3 | $3.17M | Buy |
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|
2022
Q2 | $3.51M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $255K | Sell |
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|
2020
Q1 | $376K | Hold |
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|
2019
Q4 | $491K | Buy |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | $346K | Sell |
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|
2018
Q4 | $522K | Buy |
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|
2018
Q3 | $228K | Sell |
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|
2018
Q2 | $249K | Sell |
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|
2018
Q1 | $285K | Buy |
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