J.P. Morgan Private Wealth Advisors’s The AZEK Co AZEK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $474K | Buy |
15,941
+5
| +0% | +$149 | ﹤0.01% | 1267 |
|
|
2023
Q2 | $483K | Sell |
15,936
-1,140
| -7% | -$34.5K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $402K | Buy |
17,076
+1,532
| +10% | +$36.1K | ﹤0.01% | 1556 |
|
|
2022
Q4 | $316K | Buy |
+15,544
| New | +$316K | ﹤0.01% | 1638 |
|
|
2022
Q1 | – | Sell |
-5,422
| Closed | -$251K | – | 2003 |
|
|
2021
Q4 | $251K | Buy |
+5,422
| New | +$251K | ﹤0.01% | 1821 |
|
|
2021
Q3 | – | Sell |
-31,883
| Closed | -$1.35M | – | 1939 |
|
|
2021
Q2 | $1.35M | Buy |
31,883
+7,021
| +28% | +$298K | ﹤0.01% | 1047 |
|
|
2021
Q1 | $1.05M | Buy |
+24,862
| New | +$1.05M | ﹤0.01% | 1012 |
|