J.P. Morgan Private Wealth Advisors’s C&F Financial CFFI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $204K | Hold |
3,800
| – | – | ﹤0.01% | 1627 |
|
2023
Q2 | $204K | Buy |
+3,800
| New | +$204K | ﹤0.01% | 1387 |
|
2023
Q1 | – | Sell |
-3,800
| Closed | -$221K | – | 1950 |
|
2022
Q4 | $221K | Hold |
3,800
| – | – | ﹤0.01% | 1777 |
|
2022
Q3 | $203K | Buy |
+3,800
| New | +$203K | ﹤0.01% | 1804 |
|
2021
Q4 | – | Sell |
-3,800
| Closed | -$202K | – | 1998 |
|
2021
Q3 | $202K | Buy |
+3,800
| New | +$202K | ﹤0.01% | 1858 |
|
2020
Q1 | – | Sell |
-3,800
| Closed | -$210K | – | 1431 |
|
2019
Q4 | $210K | Hold |
3,800
| – | – | ﹤0.01% | 1383 |
|
2019
Q3 | $200K | Sell |
3,800
-200
| -5% | -$10.5K | ﹤0.01% | 1348 |
|
2019
Q2 | $218K | Hold |
4,000
| – | – | ﹤0.01% | 1274 |
|
2019
Q1 | $202K | Hold |
4,000
| – | – | ﹤0.01% | 1374 |
|
2018
Q4 | $213K | Hold |
4,000
| – | – | ﹤0.01% | 1314 |
|
2018
Q3 | $235K | Hold |
4,000
| – | – | ﹤0.01% | 1406 |
|
2018
Q2 | $250K | Hold |
4,000
| – | – | ﹤0.01% | 1279 |
|
2018
Q1 | $210K | Hold |
4,000
| – | – | ﹤0.01% | 1172 |
|
2017
Q4 | $232K | Hold |
4,000
| – | – | ﹤0.01% | 1139 |
|
2017
Q3 | $220K | Buy |
+4,000
| New | +$220K | ﹤0.01% | 1127 |
|
2016
Q4 | – | Sell |
-5,000
| Closed | -$215K | – | 1248 |
|
2016
Q3 | $215K | Hold |
5,000
| – | – | ﹤0.01% | 1120 |
|
2016
Q2 | $224K | Buy |
+5,000
| New | +$224K | ﹤0.01% | 1109 |
|
2016
Q1 | – | Sell |
-11,200
| Closed | -$437K | – | 1249 |
|
2015
Q4 | $437K | Hold |
11,200
| – | – | ﹤0.01% | 736 |
|
2015
Q3 | $409K | Hold |
11,200
| – | – | 0.01% | 684 |
|
2015
Q2 | $415K | Hold |
11,200
| – | – | ﹤0.01% | 739 |
|
2015
Q1 | $391K | Hold |
11,200
| – | – | ﹤0.01% | 795 |
|
2014
Q4 | $445K | Hold |
11,200
| – | – | 0.01% | 756 |
|
2014
Q3 | $373K | Hold |
11,200
| – | – | ﹤0.01% | 780 |
|
2014
Q2 | $403K | Hold |
11,200
| – | – | 0.01% | 625 |
|
2014
Q1 | $371K | Hold |
11,200
| – | – | 0.01% | 664 |
|
2013
Q4 | $512K | Hold |
11,200
| – | – | 0.01% | 449 |
|
2013
Q3 | $542K | Hold |
11,200
| – | – | 0.01% | 423 |
|
2013
Q2 | $624K | Buy |
+11,200
| New | +$624K | 0.02% | 387 |
|