JP Morgan Private Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $505K | Hold |
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|
2019
Q3 | $464K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.72M | Sell |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.88M | Sell |
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|
2018
Q2 | $1.86M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.87M | Buy |
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|
2017
Q3 | $1.59M | Buy |
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