JP Morgan Private Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $956K | Buy |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $677K | Buy |
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|
2020
Q3 | $395K | Buy |
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|
2020
Q2 | $364K | Hold |
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|
2020
Q1 | $311K | Sell |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $516K | Sell |
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|
2019
Q2 | $511K | Sell |
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|
2019
Q1 | $494K | Hold |
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|
2018
Q4 | $453K | Sell |
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|
2018
Q3 | $562K | Sell |
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|
2018
Q2 | $590K | Buy |
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|
2018
Q1 | $592K | Hold |
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|
2017
Q4 | $579K | Sell |
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|
2017
Q3 | $569K | Hold |
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|
2017
Q2 | $549K | Hold |
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|
2017
Q1 | $540K | Buy |
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|
2016
Q4 | $533K | Buy |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $350K | Hold |
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|
2016
Q1 | $342K | Sell |
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|
2015
Q4 | $478K | Buy |
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|
2015
Q3 | $374K | Hold |
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|
2015
Q2 | $406K | Sell |
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|
2015
Q1 | $394K | Buy |
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|
2014
Q4 | $339K | Sell |
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|
2014
Q3 | $340K | Buy |
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|
2014
Q2 | $282K | Sell |
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|
2014
Q1 | $320K | Buy |
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|
2013
Q4 | $296K | Buy |
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|
2013
Q3 | $256K | Buy |
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|
2013
Q2 | $244K | Buy |
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