J.P. Morgan Private Wealth Advisors’s BGC Group BGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20,908
| Closed | -$101K | – | 1900 |
|
|
2021
Q1 | $101K | Buy |
20,908
+7
| +0% | +$34 | ﹤0.01% | 1724 |
|
|
2020
Q4 | $84K | Buy |
20,901
+2,011
| +11% | +$8.08K | ﹤0.01% | 1684 |
|
|
2020
Q3 | $45K | Buy |
18,890
+12
| +0.1% | +$29 | ﹤0.01% | 1577 |
|
|
2020
Q2 | $52K | Sell |
18,878
-19,605
| -51% | -$54K | ﹤0.01% | 1531 |
|
|
2020
Q1 | $97K | Sell |
38,483
-13,715
| -26% | -$34.6K | ﹤0.01% | 1366 |
|
|
2019
Q4 | $310K | Buy |
52,198
+32,474
| +165% | +$193K | ﹤0.01% | 1220 |
|
|
2019
Q3 | $108K | Buy |
+19,724
| New | +$108K | ﹤0.01% | 1393 |
|
|
2019
Q1 | – | Sell |
-30,806
| Closed | -$159K | – | 1461 |
|
|
2018
Q4 | $159K | Sell |
30,806
-26,871
| -47% | -$139K | ﹤0.01% | 1364 |
|
|
2018
Q3 | $438K | Sell |
57,677
-883
| -2% | -$6.71K | ﹤0.01% | 1118 |
|
|
2018
Q2 | $427K | Buy |
58,560
+4,799
| +9% | +$35K | ﹤0.01% | 1069 |
|
|
2018
Q1 | $465K | Sell |
53,761
-92
| -0.2% | -$796 | ﹤0.01% | 894 |
|
|
2017
Q4 | $524K | Buy |
53,853
+20,169
| +60% | +$196K | ﹤0.01% | 854 |
|
|
2017
Q3 | $313K | Buy |
33,684
+749
| +2% | +$6.96K | ﹤0.01% | 1004 |
|
|
2017
Q2 | $268K | Buy |
32,935
+1,835
| +6% | +$14.9K | ﹤0.01% | 1056 |
|
|
2017
Q1 | $227K | Hold |
31,100
| – | – | ﹤0.01% | 1192 |
|
|
2016
Q4 | $205K | Buy |
+31,100
| New | +$205K | ﹤0.01% | 1154 |
|
|
2013
Q3 | – | Sell |
-109,161
| Closed | -$413K | – | 639 |
|
|
2013
Q2 | $413K | Buy |
+109,161
| New | +$413K | 0.01% | 438 |
|