J.P. Morgan Private Wealth Advisors’s Avnet AVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $218K | Buy |
+4,531
| New | +$218K | ﹤0.01% | 1605 |
|
|
2023
Q2 | – | Sell |
-11,094
| Closed | -$501K | – | 1503 |
|
|
2023
Q1 | $501K | Buy |
+11,094
| New | +$501K | ﹤0.01% | 1482 |
|
|
2017
Q2 | – | Sell |
-26,337
| Closed | -$1.21M | – | 1241 |
|
|
2017
Q1 | $1.21M | Sell |
26,337
-920
| -3% | -$42.1K | 0.01% | 584 |
|
|
2016
Q4 | $1.3M | Buy |
27,257
+187
| +0.7% | +$8.91K | 0.01% | 528 |
|
|
2016
Q3 | $1.11M | Buy |
27,070
+295
| +1% | +$12.1K | 0.01% | 564 |
|
|
2016
Q2 | $1.08M | Sell |
26,775
-1,485
| -5% | -$60.1K | 0.01% | 579 |
|
|
2016
Q1 | $1.25M | Sell |
28,260
-23
| -0.1% | -$1.02K | 0.01% | 501 |
|
|
2015
Q4 | $1.21M | Sell |
28,283
-77
| -0.3% | -$3.3K | 0.01% | 475 |
|
|
2015
Q3 | $1.21M | Sell |
28,360
-3,502
| -11% | -$149K | 0.02% | 428 |
|
|
2015
Q2 | $1.31M | Buy |
31,862
+806
| +3% | +$33.1K | 0.02% | 445 |
|
|
2015
Q1 | $1.38M | Sell |
31,056
-1,339
| -4% | -$59.6K | 0.02% | 455 |
|
|
2014
Q4 | $1.39M | Buy |
32,395
+958
| +3% | +$41.2K | 0.02% | 452 |
|
|
2014
Q3 | $1.31M | Buy |
31,437
+690
| +2% | +$28.6K | 0.02% | 444 |
|
|
2014
Q2 | $1.36M | Buy |
30,747
+703
| +2% | +$31.1K | 0.02% | 349 |
|
|
2014
Q1 | $1.4M | Buy |
30,044
+1,266
| +4% | +$58.9K | 0.03% | 342 |
|
|
2013
Q4 | $1.27M | Buy |
28,778
+1,904
| +7% | +$84K | 0.03% | 311 |
|
|
2013
Q3 | $1.12M | Buy |
26,874
+5,081
| +23% | +$212K | 0.03% | 314 |
|
|
2013
Q2 | $732K | Buy |
+21,793
| New | +$732K | 0.02% | 360 |
|