JP Morgan Private Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.27M | Sell |
|
|||||
|
2023
Q2 | $3.51M | Sell |
|
|||||
|
2023
Q1 | $3.86M | Sell |
|
|||||
|
2022
Q4 | $6.95M | Buy |
|
|||||
|
2022
Q3 | $3.93M | Buy |
|
|||||
|
2022
Q2 | $3.76M | Buy |
|
|||||
|
2022
Q1 | $3.88M | Buy |
|
|||||
|
2021
Q4 | $2.5M | Buy |
|
|||||
|
2021
Q3 | $758K | Buy |
|
|||||
|
2021
Q2 | $690K | Buy |
|
|||||
|
2021
Q1 | $603K | Sell |
|
|||||
|
2020
Q4 | $499K | Sell |
|
|||||
|
2020
Q3 | $436K | Sell |
|
|||||
|
2020
Q2 | $550K | Buy |
|
|||||
|
2020
Q1 | $399K | Sell |
|
|||||
|
2019
Q4 | $1.21M | Buy |
|
|||||
|
2019
Q3 | $394K | Buy |
|
|||||
|
2019
Q2 | $314K | Sell |
|
|||||
|
2019
Q1 | $379K | Sell |
|
|||||
|
2018
Q4 | $553K | Sell |
|
|||||
|
2018
Q3 | $1.47M | Sell |
|
|||||
|
2018
Q2 | $1.5M | Buy |
|
|||||
|
2018
Q1 | $1.3M | Sell |
|
|||||
|
2017
Q4 | $2.1M | Buy |
|
|||||
|
2017
Q3 | $1.05M | Sell |
|
|||||
|
2017
Q2 | $1.01M | Buy |
|
|||||
|
2017
Q1 | $1.04M | Buy |
|
|||||
|
2016
Q4 | $1.01M | Buy |
|
|||||
|
2016
Q3 | $700K | Buy |
|
|||||
|
2016
Q2 | $244K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $209K | Buy |
|