J.P. Morgan Private Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.86M | Buy |
42,686
+1,332
| +3% | +$58K | 0.01% | 763 |
|
|
2023
Q2 | $1.86M | Sell |
41,354
-962
| -2% | -$43.3K | 0.01% | 585 |
|
|
2023
Q1 | $1.86M | Buy |
42,316
+3,194
| +8% | +$141K | ﹤0.01% | 911 |
|
|
2022
Q4 | $1.63M | Sell |
39,122
-2,778
| -7% | -$115K | ﹤0.01% | 923 |
|
|
2022
Q3 | $1.47M | Buy |
41,900
+3,299
| +9% | +$116K | ﹤0.01% | 964 |
|
|
2022
Q2 | $1.54M | Buy |
38,601
+7,347
| +24% | +$292K | ﹤0.01% | 939 |
|
|
2022
Q1 | $1.44M | Buy |
31,254
+1,565
| +5% | +$72.2K | ﹤0.01% | 1043 |
|
|
2021
Q4 | $1.41M | Buy |
29,689
+5,096
| +21% | +$242K | ﹤0.01% | 1077 |
|
|
2021
Q3 | $1.15M | Buy |
24,593
+15,758
| +178% | +$738K | ﹤0.01% | 1149 |
|
|
2021
Q2 | $425K | Buy |
+8,835
| New | +$425K | ﹤0.01% | 1538 |
|