Evolution Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-779
| Closed | -$126K | – | 401 |
|
|
2021
Q3 | $126K | Buy |
779
+58
| +8% | +$9.38K | 0.03% | 137 |
|
|
2021
Q2 | $119K | Sell |
721
-208
| -22% | -$34.3K | 0.02% | 153 |
|
|
2021
Q1 | $153K | Buy |
929
+171
| +23% | +$28.2K | 0.03% | 121 |
|
|
2020
Q4 | $119K | Sell |
758
-1,097
| -59% | -$172K | 0.03% | 128 |
|
|
2020
Q3 | $276K | Buy |
1,855
+1,007
| +119% | +$150K | 0.08% | 85 |
|
|
2020
Q2 | $119K | Buy |
848
+306
| +56% | +$42.9K | 0.04% | 103 |
|
|
2020
Q1 | $71K | Sell |
542
-268
| -33% | -$35.1K | 0.03% | 101 |
|
|
2019
Q4 | $118K | Buy |
+810
| New | +$118K | 0.03% | 97 |
|
|
2019
Q3 | – | Sell |
-911
| Closed | -$127K | – | 542 |
|
|
2019
Q2 | $127K | Buy |
911
+601
| +194% | +$83.8K | 0.05% | 54 |
|
|
2019
Q1 | $43K | Hold |
310
| – | – | 0.02% | 81 |
|
|
2018
Q4 | $40K | Buy |
+310
| New | +$40K | 0.02% | 101 |
|