J.P. Morgan Private Wealth Advisors’s Assured Guaranty AGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.42M | Sell |
23,473
-423
| -2% | -$25.6K | ﹤0.01% | 861 |
|
|
2023
Q2 | $1.33M | Sell |
23,896
-3,064
| -11% | -$171K | 0.01% | 681 |
|
|
2023
Q1 | $1.36M | Sell |
26,960
-960
| -3% | -$48.3K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $1.74M | Buy |
27,920
+1,137
| +4% | +$70.8K | ﹤0.01% | 904 |
|
|
2022
Q3 | $1.3M | Buy |
26,783
+1,339
| +5% | +$64.9K | ﹤0.01% | 1020 |
|
|
2022
Q2 | $1.42M | Buy |
25,444
+1,518
| +6% | +$84.7K | ﹤0.01% | 967 |
|
|
2022
Q1 | $1.52M | Buy |
23,926
+8,465
| +55% | +$539K | ﹤0.01% | 1015 |
|
|
2021
Q4 | $776K | Buy |
15,461
+1,849
| +14% | +$92.8K | ﹤0.01% | 1370 |
|
|
2021
Q3 | $637K | Buy |
13,612
+1,823
| +15% | +$85.3K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $560K | Buy |
+11,789
| New | +$560K | ﹤0.01% | 1435 |
|
|
2020
Q1 | – | Sell |
-6,244
| Closed | -$306K | – | 1423 |
|
|
2019
Q4 | $306K | Sell |
6,244
-771
| -11% | -$37.8K | ﹤0.01% | 1230 |
|
|
2019
Q3 | $312K | Sell |
7,015
-2,779
| -28% | -$124K | ﹤0.01% | 1177 |
|
|
2019
Q2 | $412K | Sell |
9,794
-1,379
| -12% | -$58K | ﹤0.01% | 1047 |
|
|
2019
Q1 | $496K | Buy |
11,173
+2,109
| +23% | +$93.6K | ﹤0.01% | 1041 |
|
|
2018
Q4 | $347K | Sell |
9,064
-1,356
| -13% | -$51.9K | ﹤0.01% | 1098 |
|
|
2018
Q3 | $440K | Buy |
10,420
+178
| +2% | +$7.52K | ﹤0.01% | 1115 |
|
|
2018
Q2 | $366K | Buy |
10,242
+219
| +2% | +$7.83K | ﹤0.01% | 1131 |
|
|
2018
Q1 | $363K | Buy |
10,023
+2,356
| +31% | +$85.3K | ﹤0.01% | 974 |
|
|
2017
Q4 | $260K | Sell |
7,667
-90
| -1% | -$3.05K | ﹤0.01% | 1097 |
|
|
2017
Q3 | $293K | Sell |
7,757
-799
| -9% | -$30.2K | ﹤0.01% | 1027 |
|
|
2017
Q2 | $357K | Sell |
8,556
-19,615
| -70% | -$818K | ﹤0.01% | 949 |
|
|
2017
Q1 | $1.05M | Sell |
28,171
-3,335
| -11% | -$124K | 0.01% | 613 |
|
|
2016
Q4 | $1.19M | Hold |
31,506
| – | – | 0.01% | 557 |
|
|
2016
Q3 | $874K | Sell |
31,506
-103
| -0.3% | -$2.86K | 0.01% | 623 |
|
|
2016
Q2 | $802K | Sell |
31,609
-104
| -0.3% | -$2.64K | 0.01% | 652 |
|
|
2016
Q1 | $801K | Buy |
31,713
+10,988
| +53% | +$278K | 0.01% | 613 |
|
|
2015
Q4 | $548K | Hold |
20,725
| – | – | 0.01% | 662 |
|
|
2015
Q3 | $518K | Sell |
20,725
-1,583
| -7% | -$39.6K | 0.01% | 605 |
|
|
2015
Q2 | $535K | Hold |
22,308
| – | – | 0.01% | 651 |
|
|
2015
Q1 | $589K | Sell |
22,308
-750
| -3% | -$19.8K | 0.01% | 674 |
|
|
2014
Q4 | $599K | Sell |
23,058
-523
| -2% | -$13.6K | 0.01% | 653 |
|
|
2014
Q3 | $523K | Hold |
23,581
| – | – | 0.01% | 679 |
|
|
2014
Q2 | $578K | Sell |
23,581
-68
| -0.3% | -$1.67K | 0.01% | 524 |
|
|
2014
Q1 | $599K | Buy |
+23,649
| New | +$599K | 0.01% | 517 |
|