J.P. Morgan Private Wealth Advisors’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $785K | Sell |
83,156
-1,669
| -2% | -$15.8K | ﹤0.01% | 1066 |
|
|
2023
Q2 | $859K | Sell |
84,825
-60,779
| -42% | -$616K | ﹤0.01% | 813 |
|
|
2023
Q1 | $1.47M | Sell |
145,604
-35,912
| -20% | -$362K | ﹤0.01% | 996 |
|
|
2022
Q4 | $1.88M | Sell |
181,516
-26,216
| -13% | -$271K | ﹤0.01% | 877 |
|
|
2022
Q3 | $1.75M | Buy |
207,732
+32,632
| +19% | +$275K | ﹤0.01% | 891 |
|
|
2022
Q2 | $1.94M | Buy |
175,100
+2,205
| +1% | +$24.4K | 0.01% | 865 |
|
|
2022
Q1 | $2.27M | Buy |
172,895
+53,154
| +44% | +$696K | ﹤0.01% | 859 |
|
|
2021
Q4 | $1.8M | Sell |
119,741
-2,190
| -2% | -$32.9K | ﹤0.01% | 955 |
|
|
2021
Q3 | $1.92M | Sell |
121,931
-24,954
| -17% | -$394K | ﹤0.01% | 922 |
|
|
2021
Q2 | $2.48M | Buy |
146,885
+6,347
| +5% | +$107K | 0.01% | 799 |
|
|
2021
Q1 | $2.36M | Sell |
140,538
-29,088
| -17% | -$487K | 0.01% | 713 |
|
|
2020
Q4 | $2.65M | Buy |
169,626
+17,964
| +12% | +$280K | 0.01% | 638 |
|
|
2020
Q3 | $2.11M | Sell |
151,662
-18,140
| -11% | -$252K | 0.01% | 637 |
|
|
2020
Q2 | $2.19M | Buy |
169,802
+54,969
| +48% | +$709K | 0.01% | 559 |
|
|
2020
Q1 | $1.22M | Buy |
114,833
+19,517
| +20% | +$207K | 0.01% | 652 |
|
|
2019
Q4 | $1.69M | Buy |
95,316
+7,389
| +8% | +$131K | 0.01% | 647 |
|
|
2019
Q3 | $1.42M | Buy |
87,927
+72,642
| +475% | +$1.17M | 0.01% | 658 |
|
|
2019
Q2 | $257K | Sell |
15,285
-224,333
| -94% | -$3.77M | ﹤0.01% | 1206 |
|
|
2019
Q1 | $4.31M | Sell |
239,618
-9,063
| -4% | -$163K | 0.02% | 434 |
|
|
2018
Q4 | $4.36M | Buy |
248,681
+4,684
| +2% | +$82.2K | 0.03% | 385 |
|
|
2018
Q3 | $4.55M | Buy |
243,997
+133,250
| +120% | +$2.48M | 0.02% | 447 |
|
|
2018
Q2 | $2.06M | Buy |
+110,747
| New | +$2.06M | 0.01% | 600 |
|