JP Morgan Private Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $1.73M | Sell |
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|
2022
Q2 | $2.57M | Sell |
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|
2022
Q1 | $4.64M | Buy |
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|
2021
Q4 | $4.32M | Buy |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $3.6M | Sell |
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|
2021
Q1 | $3.39M | Buy |
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|
2020
Q4 | $2.7M | Sell |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $2.39M | Sell |
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|
2020
Q1 | $2.2M | Sell |
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|
2019
Q4 | $3.81M | Buy |
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|
2019
Q3 | $2.33M | Buy |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $781K | Hold |
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|
2013
Q2 | $721K | Buy |
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