J.P. Morgan Private Wealth Advisors’s Akebia Therapeutics AKBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-17,237
| Closed | -$48K | – | 1744 |
|
|
2020
Q4 | $48K | Sell |
17,237
-4,530
| -21% | -$12.6K | ﹤0.01% | 1691 |
|
|
2020
Q3 | $55K | Sell |
21,767
-826
| -4% | -$2.09K | ﹤0.01% | 1572 |
|
|
2020
Q2 | $307K | Buy |
22,593
+85
| +0.4% | +$1.16K | ﹤0.01% | 1294 |
|
|
2020
Q1 | $171K | Buy |
22,508
+4,936
| +28% | +$37.5K | ﹤0.01% | 1315 |
|
|
2019
Q4 | $111K | Sell |
17,572
-211
| -1% | -$1.33K | ﹤0.01% | 1435 |
|
|
2019
Q3 | $70K | Buy |
17,783
+5,385
| +43% | +$21.2K | ﹤0.01% | 1401 |
|
|
2019
Q2 | $60K | Sell |
12,398
-127
| -1% | -$615 | ﹤0.01% | 1350 |
|
|
2019
Q1 | $103K | Buy |
12,525
+204
| +2% | +$1.68K | ﹤0.01% | 1413 |
|
|
2018
Q4 | $68K | Buy |
+12,321
| New | +$68K | ﹤0.01% | 1413 |
|