J.P. Morgan Private Wealth Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $328K | Buy |
8,826
+546
| +7% | +$20.3K | ﹤0.01% | 1431 |
|
|
2023
Q2 | $324K | Buy |
8,280
+54
| +0.7% | +$2.11K | ﹤0.01% | 1215 |
|
|
2023
Q1 | $338K | Sell |
8,226
-18
| -0.2% | -$741 | ﹤0.01% | 1629 |
|
|
2022
Q4 | $359K | Buy |
8,244
+10
| +0.1% | +$436 | ﹤0.01% | 1593 |
|
|
2022
Q3 | $310K | Buy |
8,234
+9
| +0.1% | +$339 | ﹤0.01% | 1639 |
|
|
2022
Q2 | $340K | Buy |
8,225
+8
| +0.1% | +$331 | ﹤0.01% | 1602 |
|
|
2022
Q1 | $360K | Buy |
8,217
+8
| +0.1% | +$350 | ﹤0.01% | 1675 |
|
|
2021
Q4 | $346K | Buy |
+8,209
| New | +$346K | ﹤0.01% | 1691 |
|