J.P. Morgan Private Wealth Advisors’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $287K | Hold |
3,056
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q2 | $294K | Sell |
3,056
-41
| -1% | -$3.94K | ﹤0.01% | 1248 |
|
|
2023
Q1 | $281K | Hold |
3,097
| – | – | ﹤0.01% | 1702 |
|
|
2022
Q4 | $266K | Hold |
3,097
| – | – | ﹤0.01% | 1698 |
|
|
2022
Q3 | $230K | Sell |
3,097
-49
| -2% | -$3.64K | ﹤0.01% | 1756 |
|
|
2022
Q2 | $246K | Sell |
3,146
-273
| -8% | -$21.3K | ﹤0.01% | 1750 |
|
|
2022
Q1 | $315K | Buy |
3,419
+7
| +0.2% | +$645 | ﹤0.01% | 1728 |
|
|
2021
Q4 | $323K | Buy |
+3,412
| New | +$323K | ﹤0.01% | 1723 |
|