J.P. Morgan Private Wealth Advisors’s Adverum Biotechnologies ADVM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,617
| Closed | -$19K | – | 1918 |
|
2022
Q2 | $19K | Hold |
1,617
| – | – | ﹤0.01% | 1908 |
|
2022
Q1 | $21K | Hold |
1,617
| – | – | ﹤0.01% | 1973 |
|
2021
Q4 | $28K | Sell |
1,617
-900
| -36% | -$15.6K | ﹤0.01% | 1963 |
|
2021
Q3 | $55K | Buy |
2,517
+66
| +3% | +$1.44K | ﹤0.01% | 1915 |
|
2021
Q2 | $86K | Buy |
2,451
+784
| +47% | +$27.5K | ﹤0.01% | 1875 |
|
2021
Q1 | $164K | Sell |
1,667
-34
| -2% | -$3.35K | ﹤0.01% | 1705 |
|
2020
Q4 | $184K | Buy |
1,701
+134
| +9% | +$14.5K | ﹤0.01% | 1655 |
|
2020
Q3 | $161K | Hold |
1,567
| – | – | ﹤0.01% | 1539 |
|
2020
Q2 | $327K | Sell |
1,567
-433
| -22% | -$90.4K | ﹤0.01% | 1272 |
|
2020
Q1 | $195K | Hold |
2,000
| – | – | ﹤0.01% | 1299 |
|
2019
Q4 | $230K | Hold |
2,000
| – | – | ﹤0.01% | 1346 |
|
2019
Q3 | $109K | Hold |
2,000
| – | – | ﹤0.01% | 1391 |
|
2019
Q2 | $238K | Hold |
2,000
| – | – | ﹤0.01% | 1235 |
|
2019
Q1 | $105K | Hold |
2,000
| – | – | ﹤0.01% | 1412 |
|
2018
Q4 | $63K | Hold |
2,000
| – | – | ﹤0.01% | 1418 |
|
2018
Q3 | $121K | Hold |
2,000
| – | – | ﹤0.01% | 1516 |
|
2018
Q2 | $106K | Hold |
2,000
| – | – | ﹤0.01% | 1415 |
|
2018
Q1 | $116K | Hold |
2,000
| – | – | ﹤0.01% | 1214 |
|
2017
Q4 | $70K | Hold |
2,000
| – | – | ﹤0.01% | 1248 |
|
2017
Q3 | $73K | Hold |
2,000
| – | – | ﹤0.01% | 1208 |
|
2017
Q2 | $50K | Hold |
2,000
| – | – | ﹤0.01% | 1209 |
|
2017
Q1 | $54K | Hold |
2,000
| – | – | ﹤0.01% | 1307 |
|
2016
Q4 | $58K | Hold |
2,000
| – | – | ﹤0.01% | 1219 |
|
2016
Q3 | $82K | Hold |
2,000
| – | – | ﹤0.01% | 1192 |
|
2016
Q2 | $63K | Hold |
2,000
| – | – | ﹤0.01% | 1225 |
|
2016
Q1 | $103K | Hold |
2,000
| – | – | ﹤0.01% | 1135 |
|
2015
Q4 | $190K | Sell |
2,000
-181
| -8% | -$17.2K | ﹤0.01% | 1024 |
|
2015
Q3 | $180K | Buy |
+2,181
| New | +$180K | ﹤0.01% | 949 |
|