J.P. Morgan Private Wealth Advisors’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $653K | Sell |
14,382
-20,170
| -58% | -$916K | ﹤0.01% | 1136 |
|
|
2023
Q2 | $1.64M | Buy |
34,552
+110
| +0.3% | +$5.22K | 0.01% | 630 |
|
|
2023
Q1 | $1.5M | Buy |
34,442
+106
| +0.3% | +$4.62K | ﹤0.01% | 991 |
|
|
2022
Q4 | $1.39M | Buy |
34,336
+156
| +0.5% | +$6.31K | ﹤0.01% | 990 |
|
|
2022
Q3 | $1.3M | Buy |
34,180
+134
| +0.4% | +$5.1K | ﹤0.01% | 1018 |
|
|
2022
Q2 | $1.37M | Buy |
34,046
+116
| +0.3% | +$4.66K | ﹤0.01% | 985 |
|
|
2022
Q1 | $1.65M | Buy |
33,930
+19,894
| +142% | +$967K | ﹤0.01% | 983 |
|
|
2021
Q4 | $725K | Buy |
+14,036
| New | +$725K | ﹤0.01% | 1394 |
|