JPMorgan Chase & Co’s Alset AEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$1 | – | 6284 |
|
|
2024
Q1 | $1 | Sell |
2
-4
| -67% | -$2 | ﹤0.01% | 6309 |
|
|
2023
Q4 | $6 | Hold |
6
| – | – | ﹤0.01% | 6401 |
|
|
2023
Q3 | $8 | Buy |
+6
| New | +$8 | ﹤0.01% | 6351 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5500 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5553 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$1K | – | 5679 |
|
|
2021
Q3 | $1K | Sell |
18
-115
| -86% | -$6.39K | ﹤0.01% | 5420 |
|
|
2021
Q2 | $15K | Sell |
133
-201
| -60% | -$22.7K | ﹤0.01% | 5156 |
|
|
2021
Q1 | $77K | Buy |
+334
| New | +$77K | ﹤0.01% | 4713 |
|