J.P. Morgan Private Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $190K | Sell |
12,330
-775
| -6% | -$11.9K | ﹤0.01% | 1636 |
|
|
2023
Q2 | $248K | Sell |
13,105
-805
| -6% | -$15.2K | ﹤0.01% | 1318 |
|
|
2023
Q1 | $274K | Hold |
13,910
| – | – | ﹤0.01% | 1716 |
|
|
2022
Q4 | $255K | Sell |
13,910
-1,363
| -9% | -$25K | ﹤0.01% | 1717 |
|
|
2022
Q3 | $291K | Buy |
15,273
+3,170
| +26% | +$60.4K | ﹤0.01% | 1659 |
|
|
2022
Q2 | $237K | Sell |
12,103
-4,310
| -26% | -$84.4K | ﹤0.01% | 1762 |
|
|
2022
Q1 | $407K | Buy |
16,413
+538
| +3% | +$13.3K | ﹤0.01% | 1619 |
|
|
2021
Q4 | $426K | Buy |
15,875
+1,795
| +13% | +$48.2K | ﹤0.01% | 1613 |
|
|
2021
Q3 | $393K | Buy |
14,080
+800
| +6% | +$22.3K | ﹤0.01% | 1598 |
|
|
2021
Q2 | $411K | Buy |
13,280
+850
| +7% | +$26.3K | ﹤0.01% | 1553 |
|
|
2021
Q1 | $398K | Buy |
12,430
+2,625
| +27% | +$84.1K | ﹤0.01% | 1415 |
|
|
2020
Q4 | $341K | Hold |
9,805
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q3 | $215K | Buy |
+9,805
| New | +$215K | ﹤0.01% | 1499 |
|
|
2020
Q2 | – | Sell |
-12,025
| Closed | -$139K | – | 1586 |
|
|
2020
Q1 | $139K | Sell |
12,025
-670
| -5% | -$7.75K | ﹤0.01% | 1338 |
|
|
2019
Q4 | $182K | Buy |
+12,695
| New | +$182K | ﹤0.01% | 1414 |
|