J.P. Morgan Private Wealth Advisors’s Buckle BKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9,235
| Closed | -$330K | – | 1526 |
|
2023
Q1 | $330K | Sell |
9,235
-47
| -0.5% | -$1.68K | ﹤0.01% | 1645 |
|
2022
Q4 | $421K | Buy |
9,282
+512
| +6% | +$23.2K | ﹤0.01% | 1539 |
|
2022
Q3 | $278K | Sell |
8,770
-222
| -2% | -$7.04K | ﹤0.01% | 1682 |
|
2022
Q2 | $249K | Sell |
8,992
-953
| -10% | -$26.4K | ﹤0.01% | 1742 |
|
2022
Q1 | $329K | Sell |
9,945
-694
| -7% | -$23K | ﹤0.01% | 1711 |
|
2021
Q4 | $450K | Sell |
10,639
-1,203
| -10% | -$50.9K | ﹤0.01% | 1591 |
|
2021
Q3 | $469K | Buy |
11,842
+89
| +0.8% | +$3.53K | ﹤0.01% | 1525 |
|
2021
Q2 | $585K | Sell |
11,753
-2,490
| -17% | -$124K | ﹤0.01% | 1421 |
|
2021
Q1 | $559K | Sell |
14,243
-1,552
| -10% | -$60.9K | ﹤0.01% | 1263 |
|
2020
Q4 | $461K | Buy |
15,795
+1,294
| +9% | +$37.8K | ﹤0.01% | 1320 |
|
2020
Q3 | $296K | Sell |
14,501
-1,508
| -9% | -$30.8K | ﹤0.01% | 1369 |
|
2020
Q2 | $251K | Buy |
+16,009
| New | +$251K | ﹤0.01% | 1381 |
|