J.P. Morgan Private Wealth Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.75M | Sell |
22,112
-359
| -2% | -$28.4K | 0.01% | 788 |
|
|
2023
Q2 | $1.95M | Sell |
22,471
-2,910
| -11% | -$252K | 0.01% | 569 |
|
|
2023
Q1 | $2.08M | Buy |
25,381
+520
| +2% | +$42.6K | ﹤0.01% | 864 |
|
|
2022
Q4 | $1.79M | Sell |
24,861
-1,338
| -5% | -$96.4K | ﹤0.01% | 893 |
|
|
2022
Q3 | $1.72M | Buy |
26,199
+2,634
| +11% | +$172K | ﹤0.01% | 900 |
|
|
2022
Q2 | $1.54M | Buy |
23,565
+1,954
| +9% | +$128K | ﹤0.01% | 936 |
|
|
2022
Q1 | $1.75M | Buy |
21,611
+7,991
| +59% | +$646K | ﹤0.01% | 959 |
|
|
2021
Q4 | $1.37M | Buy |
13,620
+1,574
| +13% | +$159K | ﹤0.01% | 1088 |
|
|
2021
Q3 | $1.15M | Buy |
12,046
+1,790
| +17% | +$171K | ﹤0.01% | 1152 |
|
|
2021
Q2 | $1.02M | Buy |
10,256
+7,976
| +350% | +$795K | ﹤0.01% | 1190 |
|
|
2021
Q1 | $217K | Sell |
2,280
-526
| -19% | -$50.1K | ﹤0.01% | 1652 |
|
|
2020
Q4 | $214K | Buy |
+2,806
| New | +$214K | ﹤0.01% | 1621 |
|
|
2020
Q3 | – | Sell |
-3,169
| Closed | -$203K | – | 1601 |
|
|
2020
Q2 | $203K | Buy |
+3,169
| New | +$203K | ﹤0.01% | 1456 |
|
|
2017
Q2 | – | Sell |
-8,052
| Closed | -$493K | – | 1243 |
|
|
2017
Q1 | $493K | Sell |
8,052
-1,032
| -11% | -$63.2K | ﹤0.01% | 861 |
|
|
2016
Q4 | $496K | Buy |
9,084
+1,095
| +14% | +$59.8K | ﹤0.01% | 813 |
|
|
2016
Q3 | $390K | Hold |
7,989
| – | – | ﹤0.01% | 879 |
|
|
2016
Q2 | $362K | Sell |
7,989
-126
| -2% | -$5.71K | ﹤0.01% | 897 |
|
|
2016
Q1 | $389K | Buy |
+8,115
| New | +$389K | ﹤0.01% | 839 |
|