JP Morgan Private Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $839K | Buy |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $602K | Buy |
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|
2021
Q3 | $472K | Hold |
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|
2021
Q2 | $484K | Buy |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $317K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $246K | Buy |
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