J.P. Morgan Private Wealth Advisors’s Invesco FTSE International Low Beta Equal Weight ETF IDLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-9,370
| Closed | -$207K | – | 1609 |
|
2020
Q1 | $207K | Buy |
9,370
+62
| +0.7% | +$1.37K | ﹤0.01% | 1289 |
|
2019
Q4 | $265K | Buy |
9,308
+103
| +1% | +$2.93K | ﹤0.01% | 1288 |
|
2019
Q3 | $252K | Sell |
9,205
-2,724
| -23% | -$74.6K | ﹤0.01% | 1257 |
|
2019
Q2 | $335K | Buy |
11,929
+105
| +0.9% | +$2.95K | ﹤0.01% | 1109 |
|
2019
Q1 | $331K | Buy |
11,824
+2,832
| +31% | +$79.3K | ﹤0.01% | 1167 |
|
2018
Q4 | $232K | Buy |
8,992
+50
| +0.6% | +$1.29K | ﹤0.01% | 1277 |
|
2018
Q3 | $262K | Buy |
+8,942
| New | +$262K | ﹤0.01% | 1368 |
|