J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-22,595
| Closed | -$503K | – | 1313 |
|
|
2017
Q3 | $503K | Hold |
22,595
| – | – | ﹤0.01% | 840 |
|
|
2017
Q2 | $502K | Buy |
22,595
+905
| +4% | +$20.1K | ﹤0.01% | 840 |
|
|
2017
Q1 | $478K | Hold |
21,690
| – | – | ﹤0.01% | 874 |
|
|
2016
Q4 | $461K | Hold |
21,690
| – | – | ﹤0.01% | 834 |
|
|
2016
Q3 | $456K | Hold |
21,690
| – | – | ﹤0.01% | 821 |
|
|
2016
Q2 | $449K | Buy |
+21,690
| New | +$449K | ﹤0.01% | 817 |
|