J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,465
| Closed | -$395K | – | 2012 |
|
|
2022
Q1 | $395K | Buy |
+10,465
| New | +$395K | ﹤0.01% | 1635 |
|
|
2017
Q2 | – | Sell |
-16,585
| Closed | -$346K | – | 1339 |
|
|
2017
Q1 | $346K | Buy |
16,585
+3,375
| +26% | +$70.4K | ﹤0.01% | 1013 |
|
|
2016
Q4 | $262K | Buy |
+13,210
| New | +$262K | ﹤0.01% | 1059 |
|