JP Morgan Private Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.8M | Buy |
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|
2023
Q2 | $9.7M | Sell |
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|
2023
Q1 | $11.4M | Sell |
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|
2022
Q4 | $13.5M | Buy |
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|
2022
Q3 | $11.8M | Buy |
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|
2022
Q2 | $9.41M | Buy |
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|
2022
Q1 | $8.34M | Buy |
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|
2021
Q4 | $6.56M | Buy |
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|
2021
Q3 | $5.79M | Sell |
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|
2021
Q2 | $5.83M | Buy |
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|
2021
Q1 | $5.78M | Sell |
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|
2020
Q4 | $22M | Sell |
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|
2020
Q3 | $28.9M | Buy |
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|
2020
Q2 | $25.6M | Sell |
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|
2020
Q1 | $28.4M | Buy |
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|
2019
Q4 | $6.45M | Buy |
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|
2019
Q3 | $5.88M | Sell |
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|
2019
Q2 | $7.68M | Buy |
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|
2019
Q1 | $3.25M | Sell |
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|
2018
Q4 | $3.91M | Buy |
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|
2018
Q3 | $1.81M | Buy |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $1.46M | Sell |
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|
2017
Q4 | $1.62M | Buy |
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|
2017
Q3 | $1.57M | Sell |
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|
2017
Q2 | $1.6M | Buy |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $1.91M | Sell |
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|
2016
Q2 | $2.11M | Sell |
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|
2016
Q1 | $2.22M | Buy |
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|
2015
Q4 | $701K | Buy |
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|
2015
Q3 | $625K | Sell |
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|
2015
Q2 | $1.4M | Buy |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $600K | Sell |
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|
2014
Q3 | $536K | Sell |
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|
2014
Q2 | $903K | Buy |
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|
2014
Q1 | $623K | Sell |
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|
2013
Q4 | $606K | Buy |
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|
2013
Q3 | $569K | Sell |
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|
2013
Q2 | $695K | Buy |
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