JP Morgan Private Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.74M | Sell |
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2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $4.23M | Sell |
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|
2022
Q4 | $5.83M | Buy |
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|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $3.57M | Sell |
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|
2022
Q1 | $4.39M | Sell |
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|
2021
Q4 | $5.54M | Buy |
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|
2021
Q3 | $5.01M | Buy |
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|
2021
Q2 | $4.9M | Buy |
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|
2021
Q1 | $4.47M | Sell |
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|
2020
Q4 | $4.05M | Sell |
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|
2020
Q3 | $3.9M | Sell |
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|
2020
Q2 | $3.84M | Sell |
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|
2020
Q1 | $3.37M | Sell |
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|
2019
Q4 | $5.03M | Buy |
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|
2019
Q3 | $4.44M | Sell |
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|
2019
Q2 | $4.7M | Sell |
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|
2019
Q1 | $4.68M | Sell |
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|
2018
Q4 | $4.32M | Buy |
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|
2018
Q3 | $4.77M | Sell |
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|
2018
Q2 | $4.76M | Sell |
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|
2018
Q1 | $4.84M | Sell |
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|
2017
Q4 | $4.91M | Sell |
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|
2017
Q3 | $4.6M | Buy |
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|
2017
Q2 | $4.21M | Buy |
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|
2017
Q1 | $3.63M | Buy |
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|
2016
Q4 | $2.81M | Buy |
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|
2016
Q3 | $2.16M | Buy |
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|
2016
Q2 | $1.97M | Buy |
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|
2016
Q1 | $1.97M | Buy |
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|
2015
Q4 | $2.13M | Buy |
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|
2015
Q3 | $1.58M | Buy |
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|
2015
Q2 | $1.71M | Buy |
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|
2015
Q1 | $1.63M | Buy |
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|
2014
Q4 | $1.66M | Sell |
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|
2014
Q3 | $1.57M | Sell |
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|
2014
Q2 | $1.77M | Sell |
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|
2014
Q1 | $1.82M | Buy |
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|
2013
Q4 | $1.79M | Buy |
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|
2013
Q3 | $1.47M | Buy |
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|
2013
Q2 | $1.37M | Buy |
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