J.P. Morgan Private Wealth Advisors’s AtriCure ATRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $614K | Sell |
14,014
-981
| -7% | -$43K | ﹤0.01% | 1159 |
|
|
2023
Q2 | $740K | Sell |
14,995
-6,044
| -29% | -$298K | ﹤0.01% | 875 |
|
|
2023
Q1 | $872K | Sell |
21,039
-207
| -1% | -$8.58K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $943K | Sell |
21,246
-3,567
| -14% | -$158K | ﹤0.01% | 1174 |
|
|
2022
Q3 | $970K | Sell |
24,813
-2,877
| -10% | -$112K | ﹤0.01% | 1149 |
|
|
2022
Q2 | $1.13M | Buy |
27,690
+2,201
| +9% | +$89.9K | ﹤0.01% | 1079 |
|
|
2022
Q1 | $1.67M | Sell |
25,489
-6,177
| -20% | -$406K | ﹤0.01% | 971 |
|
|
2021
Q4 | $2.2M | Sell |
31,666
-782
| -2% | -$54.4K | ﹤0.01% | 870 |
|
|
2021
Q3 | $2.26M | Buy |
32,448
+783
| +2% | +$54.5K | 0.01% | 847 |
|
|
2021
Q2 | $2.51M | Buy |
31,665
+17,352
| +121% | +$1.38M | 0.01% | 794 |
|
|
2021
Q1 | $938K | Sell |
14,313
-7,401
| -34% | -$485K | ﹤0.01% | 1070 |
|
|
2020
Q4 | $1.21M | Buy |
21,714
+13,368
| +160% | +$744K | ﹤0.01% | 932 |
|
|
2020
Q3 | $333K | Buy |
8,346
+3,165
| +61% | +$126K | ﹤0.01% | 1315 |
|
|
2020
Q2 | $233K | Buy |
+5,181
| New | +$233K | ﹤0.01% | 1406 |
|