J.P. Morgan Private Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-109,068
| Closed | -$3.99M | – | 1795 |
|
|
2023
Q1 | $3.99M | Sell |
109,068
-5,167
| -5% | -$189K | 0.01% | 648 |
|
|
2022
Q4 | $4.17M | Sell |
114,235
-5,819
| -5% | -$213K | 0.01% | 622 |
|
|
2022
Q3 | $3.88M | Buy |
120,054
+550
| +0.5% | +$17.8K | 0.01% | 627 |
|
|
2022
Q2 | $4.12M | Sell |
119,504
-1,563
| -1% | -$53.9K | 0.01% | 623 |
|
|
2022
Q1 | $4.66M | Sell |
121,067
-49,412
| -29% | -$1.9M | 0.01% | 637 |
|
|
2021
Q4 | $6.77M | Sell |
170,479
-5,124
| -3% | -$204K | 0.01% | 531 |
|
|
2021
Q3 | $6.32M | Sell |
175,603
-7,030
| -4% | -$253K | 0.02% | 538 |
|
|
2021
Q2 | $6.62M | Sell |
182,633
-72,520
| -28% | -$2.63M | 0.02% | 514 |
|
|
2021
Q1 | $8.83M | Sell |
255,153
-8,604
| -3% | -$298K | 0.03% | 391 |
|
|
2020
Q4 | $8.67M | Sell |
263,757
-30,129
| -10% | -$991K | 0.03% | 382 |
|
|
2020
Q3 | $8.9M | Sell |
293,886
-12,274
| -4% | -$372K | 0.03% | 344 |
|
|
2020
Q2 | $8.63M | Sell |
306,160
-17,037
| -5% | -$480K | 0.04% | 306 |
|
|
2020
Q1 | $7.97M | Buy |
+323,197
| New | +$7.97M | 0.05% | 294 |
|