J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $427K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $305K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $253K | Sell |
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|
2014
Q2 | $3.35M | Buy |
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