J.P. Morgan Private Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,260
| Closed | -$225K | – | 1929 |
|
|
2023
Q1 | $225K | Buy |
+7,260
| New | +$225K | ﹤0.01% | 1787 |
|
|
2022
Q3 | – | Sell |
-7,760
| Closed | -$222K | – | 1989 |
|
|
2022
Q2 | $222K | Buy |
7,760
+1,270
| +20% | +$36.3K | ﹤0.01% | 1783 |
|
|
2022
Q1 | $228K | Hold |
6,490
| – | – | ﹤0.01% | 1864 |
|
|
2021
Q4 | $240K | Hold |
6,490
| – | – | ﹤0.01% | 1844 |
|
|
2021
Q3 | $214K | Hold |
6,490
| – | – | ﹤0.01% | 1832 |
|
|
2021
Q2 | $211K | Buy |
+6,490
| New | +$211K | ﹤0.01% | 1817 |
|
|
2021
Q1 | – | Sell |
-8,940
| Closed | -$255K | – | 1806 |
|
|
2020
Q4 | $255K | Buy |
+8,940
| New | +$255K | ﹤0.01% | 1563 |
|