JP Morgan Private Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$225K Buy
2022
Q3
Sell
2022
Q2
$222K Buy
2022
Q1
$228K Hold
2021
Q4
$240K Hold
2021
Q3
$214K Hold
2021
Q2
$211K Buy
2021
Q1
Sell
2020
Q4
$255K Buy