JP Morgan Private Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $147K | Sell |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $630K | Hold |
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|
2021
Q3 | $667K | Buy |
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|
2021
Q2 | $594K | Buy |
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|
2021
Q1 | $431K | Buy |
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|
2020
Q4 | $293K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $121K | Buy |
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