J.P. Morgan Private Wealth Advisors’s AvePoint AVPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32,592
| Closed | -$134K | – | 1941 |
|
|
2022
Q4 | $134K | Hold |
32,592
| – | – | ﹤0.01% | 1868 |
|
|
2022
Q3 | $131K | Hold |
32,592
| – | – | ﹤0.01% | 1858 |
|
|
2022
Q2 | $141K | Hold |
32,592
| – | – | ﹤0.01% | 1859 |
|
|
2022
Q1 | $171K | Hold |
32,592
| – | – | ﹤0.01% | 1930 |
|
|
2021
Q4 | $205K | Hold |
32,592
| – | – | ﹤0.01% | 1900 |
|
|
2021
Q3 | $277K | Buy |
+32,592
| New | +$277K | ﹤0.01% | 1725 |
|