J.P. Morgan Private Wealth Advisors’s BlackLine BL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $352K | Sell |
6,339
-1,387
| -18% | -$76.9K | ﹤0.01% | 1400 |
|
|
2023
Q2 | $416K | Sell |
7,726
-7,893
| -51% | -$425K | ﹤0.01% | 1109 |
|
|
2023
Q1 | $1.05M | Sell |
15,619
-2,159
| -12% | -$145K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $1.2M | Buy |
17,778
+1,279
| +8% | +$86K | ﹤0.01% | 1065 |
|
|
2022
Q3 | $988K | Sell |
16,499
-1,688
| -9% | -$101K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $1.21M | Sell |
18,187
-198
| -1% | -$13.2K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $1.35M | Sell |
18,385
-1,496
| -8% | -$110K | ﹤0.01% | 1073 |
|
|
2021
Q4 | $2.06M | Buy |
19,881
+771
| +4% | +$79.8K | ﹤0.01% | 902 |
|
|
2021
Q3 | $2.26M | Buy |
19,110
+489
| +3% | +$57.7K | 0.01% | 849 |
|
|
2021
Q2 | $2.07M | Buy |
18,621
+10,596
| +132% | +$1.18M | 0.01% | 865 |
|
|
2021
Q1 | $870K | Sell |
8,025
-5,022
| -38% | -$544K | ﹤0.01% | 1104 |
|
|
2020
Q4 | $1.74M | Buy |
13,047
+4,759
| +57% | +$635K | 0.01% | 789 |
|
|
2020
Q3 | $743K | Buy |
8,288
+2,615
| +46% | +$234K | ﹤0.01% | 1006 |
|
|
2020
Q2 | $470K | Buy |
+5,673
| New | +$470K | ﹤0.01% | 1132 |
|
|
2019
Q3 | – | Sell |
-17,106
| Closed | -$915K | – | 1431 |
|
|
2019
Q2 | $915K | Buy |
17,106
+10,279
| +151% | +$550K | 0.01% | 781 |
|
|
2019
Q1 | $316K | Hold |
6,827
| – | – | ﹤0.01% | 1185 |
|
|
2018
Q4 | $280K | Buy |
6,827
+53
| +0.8% | +$2.17K | ﹤0.01% | 1201 |
|
|
2018
Q3 | $382K | Sell |
6,774
-101
| -1% | -$5.7K | ﹤0.01% | 1185 |
|
|
2018
Q2 | $298K | Buy |
6,875
+135
| +2% | +$5.85K | ﹤0.01% | 1210 |
|
|
2018
Q1 | $265K | Buy |
6,740
+217
| +3% | +$8.53K | ﹤0.01% | 1086 |
|
|
2017
Q4 | $214K | Sell |
6,523
-1,000
| -13% | -$32.8K | ﹤0.01% | 1166 |
|
|
2017
Q3 | $257K | Buy |
+7,523
| New | +$257K | ﹤0.01% | 1074 |
|