J.P. Morgan Private Wealth Advisors’s Avis CAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,700
| Closed | -$268K | – | 1603 |
|
|
2020
Q2 | $268K | Sell |
11,700
-16,022
| -58% | -$367K | ﹤0.01% | 1353 |
|
|
2020
Q1 | $385K | Sell |
27,722
-16,603
| -37% | -$231K | ﹤0.01% | 1034 |
|
|
2019
Q4 | $1.43M | Sell |
44,325
-3,313
| -7% | -$107K | 0.01% | 684 |
|
|
2019
Q3 | $1.35M | Sell |
47,638
-309
| -0.6% | -$8.73K | 0.01% | 674 |
|
|
2019
Q2 | $1.69M | Sell |
47,947
-2,782
| -5% | -$97.8K | 0.01% | 625 |
|
|
2019
Q1 | $1.77M | Buy |
50,729
+22,290
| +78% | +$777K | 0.01% | 643 |
|
|
2018
Q4 | $639K | Sell |
28,439
-31,233
| -52% | -$702K | ﹤0.01% | 881 |
|
|
2018
Q3 | $1.92M | Sell |
59,672
-38,375
| -39% | -$1.23M | 0.01% | 637 |
|
|
2018
Q2 | $3.19M | Buy |
98,047
+5,267
| +6% | +$171K | 0.02% | 503 |
|
|
2018
Q1 | $4.35M | Sell |
92,780
-63,581
| -41% | -$2.98M | 0.03% | 345 |
|
|
2017
Q4 | $6.86M | Buy |
156,361
+71,508
| +84% | +$3.14M | 0.05% | 286 |
|
|
2017
Q3 | $3.23M | Buy |
84,853
+1,777
| +2% | +$67.6K | 0.02% | 388 |
|
|
2017
Q2 | $2.27M | Buy |
83,076
+5,043
| +6% | +$138K | 0.02% | 435 |
|
|
2017
Q1 | $2.31M | Buy |
78,033
+3,052
| +4% | +$90.3K | 0.02% | 446 |
|
|
2016
Q4 | $2.75M | Buy |
74,981
+523
| +0.7% | +$19.2K | 0.02% | 379 |
|
|
2016
Q3 | $2.55M | Buy |
74,458
+7,639
| +11% | +$261K | 0.02% | 388 |
|
|
2016
Q2 | $2.15M | Buy |
66,819
+31,234
| +88% | +$1.01M | 0.02% | 426 |
|
|
2016
Q1 | $974K | Buy |
+35,585
| New | +$974K | 0.01% | 561 |
|