JP Morgan Private Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $925K | Buy |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $798K | Sell |
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|
2022
Q1 | $856K | Buy |
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $978K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $205K | Buy |
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