J.P. Morgan Private Wealth Advisors’s Barnes Group Inc. B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,939
| Closed | -$400K | – | 1949 |
|
|
2023
Q1 | $400K | Sell |
9,939
-512
| -5% | -$20.6K | ﹤0.01% | 1558 |
|
|
2022
Q4 | $427K | Sell |
10,451
-440
| -4% | -$18K | ﹤0.01% | 1532 |
|
|
2022
Q3 | $315K | Buy |
10,891
+68
| +0.6% | +$1.97K | ﹤0.01% | 1636 |
|
|
2022
Q2 | $337K | Sell |
10,823
-1,205
| -10% | -$37.5K | ﹤0.01% | 1604 |
|
|
2022
Q1 | $483K | Sell |
12,028
-282
| -2% | -$11.3K | ﹤0.01% | 1553 |
|
|
2021
Q4 | $574K | Sell |
12,310
-828
| -6% | -$38.6K | ﹤0.01% | 1495 |
|
|
2021
Q3 | $548K | Sell |
13,138
-98
| -0.7% | -$4.09K | ﹤0.01% | 1464 |
|
|
2021
Q2 | $678K | Buy |
13,236
+647
| +5% | +$33.1K | ﹤0.01% | 1367 |
|
|
2021
Q1 | $624K | Buy |
12,589
+1,342
| +12% | +$66.5K | ﹤0.01% | 1240 |
|
|
2020
Q4 | $570K | Buy |
11,247
+183
| +2% | +$9.27K | ﹤0.01% | 1242 |
|
|
2020
Q3 | $395K | Buy |
11,064
+268
| +2% | +$9.57K | ﹤0.01% | 1245 |
|
|
2020
Q2 | $427K | Buy |
+10,796
| New | +$427K | ﹤0.01% | 1174 |
|