J.P. Morgan Private Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $11.1M | Sell |
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|
2022
Q4 | $11.2M | Buy |
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|
2022
Q3 | $7.3M | Buy |
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|
2022
Q2 | $7.47M | Buy |
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|
2022
Q1 | $8.39M | Buy |
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|
2021
Q4 | $8.29M | Sell |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $7.49M | Buy |
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|
2021
Q1 | $6.82M | Sell |
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|
2020
Q4 | $6.2M | Sell |
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|
2020
Q3 | $5.31M | Sell |
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|
2020
Q2 | $5.57M | Sell |
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|
2020
Q1 | $6.5M | Sell |
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|
2019
Q4 | $9.99M | Buy |
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|
2019
Q3 | $9.24M | Sell |
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|
2019
Q2 | $9.16M | Sell |
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|
2019
Q1 | $9.12M | Sell |
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|
2018
Q4 | $8.39M | Buy |
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|
2018
Q3 | $9.43M | Sell |
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|
2018
Q2 | $9.08M | Buy |
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|
2018
Q1 | $8.82M | Buy |
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|
2017
Q4 | $9.03M | Sell |
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|
2017
Q3 | $8.71M | Sell |
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|
2017
Q2 | $8.46M | Sell |
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|
2017
Q1 | $9.23M | Buy |
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|
2016
Q4 | $8.97M | Buy |
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|
2016
Q3 | $8.31M | Sell |
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|
2016
Q2 | $8.05M | Sell |
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|
2016
Q1 | $7.84M | Sell |
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|
2015
Q4 | $7.82M | Sell |
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|
2015
Q3 | $7.68M | Buy |
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|
2015
Q2 | $7.61M | Buy |
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|
2015
Q1 | $7.6M | Buy |
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|
2014
Q4 | $6.93M | Sell |
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|
2014
Q3 | $6.67M | Sell |
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|
2014
Q2 | $6.74M | Buy |
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|
2014
Q1 | $6.41M | Sell |
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|
2013
Q4 | $7.01M | Buy |
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|
2013
Q3 | $6.06M | Sell |
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|
2013
Q2 | $5.81M | Buy |
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