J.P. Morgan Private Wealth Advisors’s Invesco Russell 1000 Enhanced Equal Weight ETF USEQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,074
| Closed | -$204K | – | 2020 |
|
|
2022
Q4 | $204K | Buy |
+6,074
| New | +$204K | ﹤0.01% | 1821 |
|
|
2022
Q2 | – | Sell |
-5,987
| Closed | -$223K | – | 2053 |
|
|
2022
Q1 | $223K | Buy |
5,987
+23
| +0.4% | +$857 | ﹤0.01% | 1871 |
|
|
2021
Q4 | $233K | Buy |
5,964
+6
| +0.1% | +$234 | ﹤0.01% | 1852 |
|
|
2021
Q3 | $212K | Buy |
5,958
+25
| +0.4% | +$890 | ﹤0.01% | 1837 |
|
|
2021
Q2 | $214K | Buy |
5,933
+21
| +0.4% | +$757 | ﹤0.01% | 1814 |
|
|
2021
Q1 | $202K | Buy |
+5,912
| New | +$202K | ﹤0.01% | 1691 |
|
|
2018
Q4 | – | Sell |
-11,026
| Closed | -$316K | – | 1611 |
|
|
2018
Q3 | $316K | Buy |
+11,026
| New | +$316K | ﹤0.01% | 1265 |
|