J.P. Morgan Private Wealth Advisors’s Bain Capital Specialty BCSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33,450
| Closed | -$452K | – | 1721 |
|
|
2023
Q2 | $452K | Buy |
33,450
+2,250
| +7% | +$30.4K | ﹤0.01% | 1076 |
|
|
2023
Q1 | $372K | Sell |
31,200
-910
| -3% | -$10.8K | ﹤0.01% | 1594 |
|
|
2022
Q4 | $382K | Sell |
32,110
-4,074
| -11% | -$48.5K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $434K | Buy |
36,184
+4,036
| +13% | +$48.4K | ﹤0.01% | 1522 |
|
|
2022
Q2 | $438K | Sell |
32,148
-10,917
| -25% | -$149K | ﹤0.01% | 1506 |
|
|
2022
Q1 | $671K | Buy |
+43,065
| New | +$671K | ﹤0.01% | 1396 |
|
|
2020
Q3 | – | Sell |
-13,071
| Closed | -$145K | – | 1602 |
|
|
2020
Q2 | $145K | Sell |
13,071
-25,130
| -66% | -$279K | ﹤0.01% | 1493 |
|
|
2020
Q1 | $348K | Buy |
38,201
+1,519
| +4% | +$13.8K | ﹤0.01% | 1075 |
|
|
2019
Q4 | $711K | Buy |
36,682
+15,604
| +74% | +$302K | ﹤0.01% | 917 |
|
|
2019
Q3 | $392K | Buy |
+21,078
| New | +$392K | ﹤0.01% | 1082 |
|