J.P. Morgan Private Wealth Advisors’s American Public Education APEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63,591
| Closed | -$782K | – | 1937 |
|
|
2022
Q4 | $782K | Buy |
63,591
+525
| +0.8% | +$6.45K | ﹤0.01% | 1267 |
|
|
2022
Q3 | $576K | Buy |
63,066
+19,063
| +43% | +$174K | ﹤0.01% | 1395 |
|
|
2022
Q2 | $711K | Buy |
44,003
+3,918
| +10% | +$63.3K | ﹤0.01% | 1303 |
|
|
2022
Q1 | $851K | Buy |
40,085
+2,214
| +6% | +$47K | ﹤0.01% | 1293 |
|
|
2021
Q4 | $843K | Sell |
37,871
-237
| -0.6% | -$5.28K | ﹤0.01% | 1329 |
|
|
2021
Q3 | $976K | Buy |
38,108
+1,333
| +4% | +$34.1K | ﹤0.01% | 1218 |
|
|
2021
Q2 | $1.04M | Buy |
36,775
+5,111
| +16% | +$145K | ﹤0.01% | 1177 |
|
|
2021
Q1 | $1.13M | Buy |
31,664
+8,208
| +35% | +$292K | ﹤0.01% | 984 |
|
|
2020
Q4 | $715K | Buy |
23,456
+1,523
| +7% | +$46.4K | ﹤0.01% | 1140 |
|
|
2020
Q3 | $618K | Buy |
21,933
+6,911
| +46% | +$195K | ﹤0.01% | 1069 |
|
|
2020
Q2 | $445K | Buy |
+15,022
| New | +$445K | ﹤0.01% | 1153 |
|