J.P. Morgan Private Wealth Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.2M | Sell |
72,379
-1,969
| -3% | -$59.8K | 0.01% | 708 |
|
|
2023
Q2 | $2.39M | Sell |
74,348
-197
| -0.3% | -$6.34K | 0.01% | 506 |
|
|
2023
Q1 | $2.73M | Buy |
74,545
+21,743
| +41% | +$795K | 0.01% | 769 |
|
|
2022
Q4 | $1.81M | Sell |
52,802
-25,437
| -33% | -$874K | ﹤0.01% | 890 |
|
|
2022
Q3 | $2.74M | Buy |
78,239
+10,549
| +16% | +$370K | 0.01% | 738 |
|
|
2022
Q2 | $2.82M | Buy |
67,690
+6,961
| +11% | +$289K | 0.01% | 736 |
|
|
2022
Q1 | $2.86M | Buy |
60,729
+9,021
| +17% | +$424K | 0.01% | 790 |
|
|
2021
Q4 | $2.53M | Buy |
51,708
+9,857
| +24% | +$481K | 0.01% | 819 |
|
|
2021
Q3 | $2.08M | Sell |
41,851
-3,070
| -7% | -$152K | 0.01% | 885 |
|
|
2021
Q2 | $2.09M | Sell |
44,921
-892
| -2% | -$41.5K | 0.01% | 859 |
|
|
2021
Q1 | $1.83M | Buy |
45,813
+926
| +2% | +$37K | 0.01% | 801 |
|
|
2020
Q4 | $1.52M | Buy |
44,887
+4,098
| +10% | +$138K | ﹤0.01% | 848 |
|
|
2020
Q3 | $1.1M | Sell |
40,789
-7,615
| -16% | -$206K | ﹤0.01% | 852 |
|
|
2020
Q2 | $1.32M | Sell |
48,404
-28,564
| -37% | -$778K | 0.01% | 708 |
|
|
2020
Q1 | $1.43M | Sell |
76,968
-78,553
| -51% | -$1.46M | 0.01% | 611 |
|
|
2019
Q4 | $4.71M | Sell |
155,521
-86,864
| -36% | -$2.63M | 0.02% | 435 |
|
|
2019
Q3 | $7.11M | Sell |
242,385
-7,129
| -3% | -$209K | 0.04% | 343 |
|
|
2019
Q2 | $7.42M | Sell |
249,514
-1,207
| -0.5% | -$35.9K | 0.04% | 320 |
|
|
2019
Q1 | $7.24M | Buy |
250,721
+9,923
| +4% | +$287K | 0.04% | 329 |
|
|
2018
Q4 | $6.58M | Sell |
240,798
-32,507
| -12% | -$888K | 0.04% | 317 |
|
|
2018
Q3 | $8.32M | Buy |
273,305
+49,816
| +22% | +$1.52M | 0.04% | 335 |
|
|
2018
Q2 | $6.38M | Buy |
223,489
+159,529
| +249% | +$4.55M | 0.04% | 349 |
|
|
2018
Q1 | $1.72M | Buy |
63,960
+34,194
| +115% | +$918K | 0.01% | 513 |
|
|
2017
Q4 | $746K | Buy |
+29,766
| New | +$746K | ﹤0.01% | 739 |
|