J.P. Morgan Private Wealth Advisors’s Princeton Bancorp BPRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $249K | Sell |
8,592
-1,159
| -12% | -$33.6K | ﹤0.01% | 1554 |
|
|
2023
Q2 | $266K | Sell |
9,751
-16,346
| -63% | -$447K | ﹤0.01% | 1284 |
|
|
2023
Q1 | $828K | Buy |
+26,097
| New | +$828K | ﹤0.01% | 1257 |
|
|
2022
Q4 | – | Sell |
-32,353
| Closed | -$917K | – | 1934 |
|
|
2022
Q3 | $917K | Buy |
32,353
+1,520
| +5% | +$43.1K | ﹤0.01% | 1177 |
|
|
2022
Q2 | $847K | Sell |
30,833
-2,640
| -8% | -$72.5K | ﹤0.01% | 1221 |
|
|
2022
Q1 | $966K | Sell |
33,473
-1,475
| -4% | -$42.6K | ﹤0.01% | 1241 |
|
|
2021
Q4 | $1.03M | Sell |
34,948
-2,165
| -6% | -$63.5K | ﹤0.01% | 1229 |
|
|
2021
Q3 | $1.11M | Buy |
37,113
+1,050
| +3% | +$31.4K | ﹤0.01% | 1165 |
|
|
2021
Q2 | $1.03M | Buy |
36,063
+2,967
| +9% | +$85.1K | ﹤0.01% | 1183 |
|
|
2021
Q1 | $947K | Buy |
33,096
+6,072
| +22% | +$174K | ﹤0.01% | 1065 |
|
|
2020
Q4 | $633K | Buy |
27,024
+2,134
| +9% | +$50K | ﹤0.01% | 1202 |
|
|
2020
Q3 | $452K | Sell |
24,890
-1,055
| -4% | -$19.2K | ﹤0.01% | 1200 |
|
|
2020
Q2 | $521K | Buy |
+25,945
| New | +$521K | ﹤0.01% | 1070 |
|