J.P. Morgan Private Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35,344
| Closed | -$1.13M | – | 1508 |
|
|
2019
Q4 | $1.13M | Hold |
35,344
| – | – | 0.01% | 763 |
|
|
2019
Q3 | $1.04M | Sell |
35,344
-1,300
| -4% | -$38.3K | 0.01% | 737 |
|
|
2019
Q2 | $1.09M | Hold |
36,644
| – | – | 0.01% | 726 |
|
|
2019
Q1 | $1.09M | Sell |
36,644
-2,288
| -6% | -$68.3K | 0.01% | 765 |
|
|
2018
Q4 | $1.07M | Buy |
+38,932
| New | +$1.07M | 0.01% | 731 |
|