J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.32M | Sell |
42,705
-63,385
| -60% | -$1.97M | ﹤0.01% | 882 |
|
|
2023
Q2 | $3.44M | Sell |
106,090
-181,170
| -63% | -$5.88M | 0.02% | 416 |
|
|
2023
Q1 | $9.35M | Sell |
287,260
-3,650
| -1% | -$119K | 0.02% | 443 |
|
|
2022
Q4 | $9.23M | Buy |
290,910
+9,690
| +3% | +$307K | 0.02% | 433 |
|
|
2022
Q3 | $8.01M | Sell |
281,220
-17,125
| -6% | -$488K | 0.02% | 442 |
|
|
2022
Q2 | $9.25M | Buy |
298,345
+10,985
| +4% | +$340K | 0.02% | 419 |
|
|
2022
Q1 | $10.6M | Buy |
287,360
+19,395
| +7% | +$716K | 0.02% | 429 |
|
|
2021
Q4 | $9.65M | Buy |
267,965
+17,430
| +7% | +$628K | 0.02% | 444 |
|
|
2021
Q3 | $8.02M | Buy |
250,535
+25,135
| +11% | +$804K | 0.02% | 475 |
|
|
2021
Q2 | $7.42M | Buy |
225,400
+16,545
| +8% | +$544K | 0.02% | 489 |
|
|
2021
Q1 | $6.52M | Buy |
208,855
+11,950
| +6% | +$373K | 0.02% | 448 |
|
|
2020
Q4 | $5.49M | Buy |
196,905
+51,130
| +35% | +$1.43M | 0.02% | 457 |
|
|
2020
Q3 | $3.41M | Buy |
+145,775
| New | +$3.41M | 0.01% | 517 |
|