JP Morgan Private Wealth Advisors’s iShares Global Materials ETF MXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $888K | Sell |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $950K | Buy |
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