JP Morgan Private Wealth Advisors’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $995K | Sell |
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|
2022
Q4 | $939K | Hold |
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|
2022
Q3 | $804K | Hold |
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|
2022
Q2 | $897K | Hold |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $662K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.76M | Hold |
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|
2015
Q4 | $1.79M | Hold |
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|
2015
Q3 | $1.78M | Buy |
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