JP Morgan Private Wealth Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $811K | Sell |
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|
2023
Q2 | $899K | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $997K | Buy |
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|
2022
Q3 | $686K | Buy |
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|
2022
Q2 | $585K | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $385K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $387K | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $304K | Buy |
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