J.P. Morgan Private Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $863K | Sell |
15,131
-392
| -3% | -$22.4K | ﹤0.01% | 1036 |
|
|
2023
Q2 | $951K | Buy |
15,523
+340
| +2% | +$20.8K | ﹤0.01% | 777 |
|
|
2023
Q1 | $953K | Hold |
15,183
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q4 | $964K | Buy |
15,183
+2,781
| +22% | +$177K | ﹤0.01% | 1163 |
|
|
2022
Q3 | $731K | Hold |
12,402
| – | – | ﹤0.01% | 1292 |
|
|
2022
Q2 | $716K | Hold |
12,402
| – | – | ﹤0.01% | 1301 |
|
|
2022
Q1 | $769K | Buy |
12,402
+4,612
| +59% | +$286K | ﹤0.01% | 1334 |
|
|
2021
Q4 | $555K | Buy |
7,790
+63
| +0.8% | +$4.49K | ﹤0.01% | 1507 |
|
|
2021
Q3 | $578K | Hold |
7,727
| – | – | ﹤0.01% | 1442 |
|
|
2021
Q2 | $598K | Buy |
+7,727
| New | +$598K | ﹤0.01% | 1412 |
|