JP Morgan Private Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $534K | Sell |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $475K | Buy |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $491K | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $279K | Sell |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $365K | Sell |
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|
2019
Q3 | $406K | Buy |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $427K | Sell |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.42M | Buy |
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|
2017
Q4 | $1.41M | Sell |
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|
2017
Q3 | $1.39M | Buy |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.23M | Hold |
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|
2016
Q4 | $1.22M | Hold |
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|
2016
Q3 | $1.11M | Buy |
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|
2016
Q2 | $983K | Sell |
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|
2016
Q1 | $1M | Sell |
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|
2015
Q4 | $1.08M | Buy |
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