J.P. Morgan Private Wealth Advisors’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,405
| Closed | -$215K | – | 1712 |
|
|
2023
Q2 | $215K | Sell |
3,405
-611
| -15% | -$38.6K | ﹤0.01% | 1367 |
|
|
2023
Q1 | $259K | Buy |
+4,016
| New | +$259K | ﹤0.01% | 1735 |
|
|
2022
Q1 | – | Sell |
-3,783
| Closed | -$200K | – | 1995 |
|
|
2021
Q4 | $200K | Buy |
+3,783
| New | +$200K | ﹤0.01% | 1913 |
|