J.P. Morgan Private Wealth Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.17M | Sell |
45,131
-54,770
| -55% | -$1.42M | ﹤0.01% | 920 |
|
2023
Q2 | $2.92M | Sell |
99,901
-13,928
| -12% | -$407K | 0.02% | 457 |
|
2023
Q1 | $3.38M | Sell |
113,829
-2,950
| -3% | -$87.5K | 0.01% | 705 |
|
2022
Q4 | $3.39M | Sell |
116,779
-16,065
| -12% | -$466K | 0.01% | 685 |
|
2022
Q3 | $3.8M | Sell |
132,844
-2,483
| -2% | -$71.1K | 0.01% | 630 |
|
2022
Q2 | $4.66M | Buy |
135,327
+2,528
| +2% | +$87.1K | 0.01% | 584 |
|
2022
Q1 | $5.18M | Buy |
132,799
+14,988
| +13% | +$585K | 0.01% | 601 |
|
2021
Q4 | $5.1M | Buy |
117,811
+1,964
| +2% | +$85K | 0.01% | 603 |
|
2021
Q3 | $4.51M | Buy |
115,847
+4,900
| +4% | +$191K | 0.01% | 617 |
|
2021
Q2 | $4.48M | Sell |
110,947
-71
| -0.1% | -$2.86K | 0.01% | 628 |
|
2021
Q1 | $4.02M | Sell |
111,018
-9,569
| -8% | -$346K | 0.01% | 566 |
|
2020
Q4 | $4.32M | Buy |
120,587
+8,046
| +7% | +$288K | 0.01% | 521 |
|
2020
Q3 | $3.98M | Buy |
112,541
+24,513
| +28% | +$866K | 0.02% | 484 |
|
2020
Q2 | $3.13M | Buy |
+88,028
| New | +$3.13M | 0.01% | 473 |
|