J.P. Morgan Private Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $898K | Buy |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $289K | Hold |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $242K | Hold |
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|
2019
Q4 | $301K | Sell |
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|
2019
Q3 | $283K | Sell |
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|
2019
Q2 | $294K | Sell |
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|
2019
Q1 | $300K | Hold |
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|
2018
Q4 | $264K | Buy |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $249K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $201K | Sell |
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|
2017
Q3 | $209K | Sell |
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|
2017
Q2 | $203K | Sell |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $240K | Hold |
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|
2016
Q2 | $233K | Buy |
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