J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-83,491
| Closed | -$2.57M | – | 1990 |
|
2022
Q4 | $2.57M | Sell |
83,491
-465,571
| -85% | -$14.3M | 0.01% | 756 |
|
2022
Q3 | $16.4M | Sell |
549,062
-47,393
| -8% | -$1.42M | 0.04% | 311 |
|
2022
Q2 | $19.9M | Buy |
596,455
+96,407
| +19% | +$3.22M | 0.05% | 282 |
|
2022
Q1 | $20.3M | Buy |
+500,048
| New | +$20.3M | 0.04% | 321 |
|