J.P. Morgan Private Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-843,350
| Closed | -$17M | – | 1494 |
|
|
2023
Q1 | $17M | Sell |
843,350
-24,616
| -3% | -$497K | 0.04% | 333 |
|
|
2022
Q4 | $17.6M | Sell |
867,966
-12,795
| -1% | -$260K | 0.04% | 326 |
|
|
2022
Q3 | $20.2M | Buy |
880,761
+163,057
| +23% | +$3.73M | 0.05% | 282 |
|
|
2022
Q2 | $13.1M | Buy |
+717,704
| New | +$13.1M | 0.03% | 352 |
|
|
2020
Q4 | – | Sell |
-10,068
| Closed | -$28K | – | 1706 |
|
|
2020
Q3 | $28K | Buy |
+10,068
| New | +$28K | ﹤0.01% | 1583 |
|
|
2020
Q2 | – | Sell |
-12,151
| Closed | -$38K | – | 1550 |
|
|
2020
Q1 | $38K | Sell |
12,151
-1,050
| -8% | -$3.28K | ﹤0.01% | 1396 |
|
|
2019
Q4 | $143K | Hold |
13,201
| – | – | ﹤0.01% | 1425 |
|
|
2019
Q3 | $211K | Sell |
13,201
-5,319
| -29% | -$85K | ﹤0.01% | 1328 |
|
|
2019
Q2 | $314K | Sell |
18,520
-8,907
| -32% | -$151K | ﹤0.01% | 1130 |
|
|
2019
Q1 | $558K | Sell |
27,427
-11,742
| -30% | -$239K | ﹤0.01% | 985 |
|
|
2018
Q4 | $679K | Sell |
39,169
-7,979
| -17% | -$138K | ﹤0.01% | 866 |
|
|
2018
Q3 | $962K | Buy |
47,148
+15,830
| +51% | +$323K | ﹤0.01% | 838 |
|
|
2018
Q2 | $574K | Buy |
+31,318
| New | +$574K | ﹤0.01% | 962 |
|