J.P. Morgan Private Wealth Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $205K | Hold |
5,151
| – | – | ﹤0.01% | 1624 |
|
|
2023
Q2 | $216K | Sell |
5,151
-390
| -7% | -$16.3K | ﹤0.01% | 1365 |
|
|
2023
Q1 | $228K | Hold |
5,541
| – | – | ﹤0.01% | 1782 |
|
|
2022
Q4 | $223K | Hold |
5,541
| – | – | ﹤0.01% | 1776 |
|
|
2022
Q3 | $205K | Hold |
5,541
| – | – | ﹤0.01% | 1800 |
|
|
2022
Q2 | $217K | Hold |
5,541
| – | – | ﹤0.01% | 1792 |
|
|
2022
Q1 | $258K | Sell |
5,541
-435
| -7% | -$20.3K | ﹤0.01% | 1811 |
|
|
2021
Q4 | $283K | Buy |
5,976
+435
| +8% | +$20.6K | ﹤0.01% | 1765 |
|
|
2021
Q3 | $247K | Hold |
5,541
| – | – | ﹤0.01% | 1769 |
|
|
2021
Q2 | $253K | Hold |
5,541
| – | – | ﹤0.01% | 1733 |
|
|
2021
Q1 | $238K | Hold |
5,541
| – | – | ﹤0.01% | 1615 |
|
|
2020
Q4 | $216K | Buy |
+5,541
| New | +$216K | ﹤0.01% | 1617 |
|