J.P. Morgan Private Wealth Advisors’s AMERISAFE AMSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,090
| Closed | -$396K | – | 1487 |
|
|
2023
Q1 | $396K | Sell |
8,090
-158
| -2% | -$7.73K | ﹤0.01% | 1562 |
|
|
2022
Q4 | $429K | Sell |
8,248
-29
| -0.4% | -$1.51K | ﹤0.01% | 1530 |
|
|
2022
Q3 | $387K | Buy |
8,277
+94
| +1% | +$4.4K | ﹤0.01% | 1558 |
|
|
2022
Q2 | $426K | Sell |
8,183
-506
| -6% | -$26.3K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $432K | Buy |
8,689
+433
| +5% | +$21.5K | ﹤0.01% | 1595 |
|
|
2021
Q4 | $444K | Sell |
8,256
-1,434
| -15% | -$77.1K | ﹤0.01% | 1599 |
|
|
2021
Q3 | $544K | Buy |
9,690
+53
| +0.5% | +$2.98K | ﹤0.01% | 1466 |
|
|
2021
Q2 | $575K | Sell |
9,637
-715
| -7% | -$42.7K | ﹤0.01% | 1427 |
|
|
2021
Q1 | $663K | Buy |
10,352
+450
| +5% | +$28.8K | ﹤0.01% | 1211 |
|
|
2020
Q4 | $569K | Buy |
9,902
+274
| +3% | +$15.7K | ﹤0.01% | 1243 |
|
|
2020
Q3 | $552K | Buy |
9,628
+234
| +2% | +$13.4K | ﹤0.01% | 1110 |
|
|
2020
Q2 | $575K | Buy |
9,394
+6,224
| +196% | +$381K | ﹤0.01% | 1023 |
|
|
2020
Q1 | $204K | Buy |
+3,170
| New | +$204K | ﹤0.01% | 1293 |
|