J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $643K | Sell |
8,233
-25
| -0.3% | -$1.95K | ﹤0.01% | 1142 |
|
|
2023
Q2 | $661K | Hold |
8,258
| – | – | ﹤0.01% | 917 |
|
|
2023
Q1 | $628K | Sell |
8,258
-25
| -0.3% | -$1.9K | ﹤0.01% | 1372 |
|
|
2022
Q4 | $612K | Sell |
8,283
-425
| -5% | -$31.4K | ﹤0.01% | 1383 |
|
|
2022
Q3 | $584K | Buy |
8,708
+75
| +0.9% | +$5.03K | ﹤0.01% | 1388 |
|
|
2022
Q2 | $603K | Sell |
8,633
-527
| -6% | -$36.8K | ﹤0.01% | 1382 |
|
|
2022
Q1 | $739K | Buy |
9,160
+877
| +11% | +$70.8K | ﹤0.01% | 1353 |
|
|
2021
Q4 | $662K | Buy |
8,283
+1,550
| +23% | +$124K | ﹤0.01% | 1439 |
|
|
2021
Q3 | $490K | Hold |
6,733
| – | – | ﹤0.01% | 1509 |
|
|
2021
Q2 | $496K | Buy |
+6,733
| New | +$496K | ﹤0.01% | 1481 |
|