JP Morgan Private Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.99M | Buy |
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2023
Q2 | $2.03M | Buy |
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2023
Q1 | $486K | Buy |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $254K | Buy |
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