J.P. Morgan Private Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,455
| Closed | -$153K | – | 1725 |
|
|
2023
Q2 | $153K | Buy |
17,455
+184
| +1% | +$1.61K | ﹤0.01% | 1418 |
|
|
2023
Q1 | $181K | Buy |
17,271
+110
| +0.6% | +$1.16K | ﹤0.01% | 1849 |
|
|
2022
Q4 | $243K | Buy |
17,161
+120
| +0.7% | +$1.7K | ﹤0.01% | 1736 |
|
|
2022
Q3 | $199K | Buy |
17,041
+111
| +0.7% | +$1.3K | ﹤0.01% | 1811 |
|
|
2022
Q2 | $225K | Buy |
16,930
+104
| +0.6% | +$1.38K | ﹤0.01% | 1774 |
|
|
2022
Q1 | $266K | Buy |
16,826
+83
| +0.5% | +$1.31K | ﹤0.01% | 1801 |
|
|
2021
Q4 | $271K | Sell |
16,743
-666
| -4% | -$10.8K | ﹤0.01% | 1784 |
|
|
2021
Q3 | $266K | Buy |
17,409
+841
| +5% | +$12.9K | ﹤0.01% | 1745 |
|
|
2021
Q2 | $248K | Buy |
16,568
+1,081
| +7% | +$16.2K | ﹤0.01% | 1745 |
|
|
2021
Q1 | $232K | Buy |
15,487
+88
| +0.6% | +$1.32K | ﹤0.01% | 1630 |
|
|
2020
Q4 | $185K | Buy |
15,399
+103
| +0.7% | +$1.24K | ﹤0.01% | 1654 |
|
|
2020
Q3 | $132K | Buy |
15,296
+125
| +0.8% | +$1.08K | ﹤0.01% | 1553 |
|
|
2020
Q2 | $153K | Sell |
15,171
-3,877
| -20% | -$39.1K | ﹤0.01% | 1484 |
|
|
2020
Q1 | $215K | Sell |
19,048
-6,918
| -27% | -$78.1K | ﹤0.01% | 1270 |
|
|
2019
Q4 | $427K | Buy |
25,966
+75
| +0.3% | +$1.23K | ﹤0.01% | 1110 |
|
|
2019
Q3 | $381K | Sell |
25,891
-1,519
| -6% | -$22.4K | ﹤0.01% | 1095 |
|
|
2019
Q2 | $422K | Buy |
27,410
+75
| +0.3% | +$1.16K | ﹤0.01% | 1043 |
|
|
2019
Q1 | $394K | Buy |
27,335
+66
| +0.2% | +$951 | ﹤0.01% | 1107 |
|
|
2018
Q4 | $377K | Buy |
27,269
+5,072
| +23% | +$70.1K | ﹤0.01% | 1067 |
|
|
2018
Q3 | $371K | Sell |
22,197
-960
| -4% | -$16K | ﹤0.01% | 1198 |
|
|
2018
Q2 | $431K | Buy |
+23,157
| New | +$431K | ﹤0.01% | 1064 |
|
|
2017
Q4 | – | Sell |
-12,308
| Closed | -$191K | – | 1291 |
|
|
2017
Q3 | $191K | Buy |
12,308
+208
| +2% | +$3.23K | ﹤0.01% | 1163 |
|
|
2017
Q2 | $177K | Hold |
12,100
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q1 | $189K | Buy |
+12,100
| New | +$189K | ﹤0.01% | 1253 |
|