J.P. Morgan Private Wealth Advisors’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,769
| Closed | -$131K | – | 1770 |
|
|
2023
Q2 | $131K | Sell |
2,769
-381
| -12% | -$18.1K | ﹤0.01% | 1428 |
|
|
2023
Q1 | $146K | Buy |
3,150
+420
| +15% | +$19.5K | ﹤0.01% | 1875 |
|
|
2022
Q4 | $139K | Sell |
2,730
-27,502
| -91% | -$1.4M | ﹤0.01% | 1863 |
|
|
2022
Q3 | $1.29M | Buy |
+30,232
| New | +$1.29M | ﹤0.01% | 1022 |
|