J.P. Morgan Private Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $316K | Sell |
10,634
-1,239
| -10% | -$36.8K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $392K | Sell |
11,873
-25,824
| -69% | -$853K | ﹤0.01% | 1125 |
|
|
2023
Q1 | $1.38M | Sell |
37,697
-8,628
| -19% | -$316K | ﹤0.01% | 1024 |
|
|
2022
Q4 | $1.66M | Buy |
46,325
+4,722
| +11% | +$169K | ﹤0.01% | 914 |
|
|
2022
Q3 | $1.36M | Buy |
41,603
+774
| +2% | +$25.4K | ﹤0.01% | 998 |
|
|
2022
Q2 | $1.48M | Buy |
40,829
+1,745
| +4% | +$63.2K | ﹤0.01% | 953 |
|
|
2022
Q1 | $1.65M | Buy |
39,084
+540
| +1% | +$22.8K | ﹤0.01% | 982 |
|
|
2021
Q4 | $1.82M | Buy |
38,544
+2,596
| +7% | +$123K | ﹤0.01% | 948 |
|
|
2021
Q3 | $1.62M | Buy |
35,948
+1,331
| +4% | +$60.1K | ﹤0.01% | 989 |
|
|
2021
Q2 | $1.64M | Buy |
34,617
+4,776
| +16% | +$227K | ﹤0.01% | 967 |
|
|
2021
Q1 | $1.38M | Buy |
29,841
+3,960
| +15% | +$183K | ﹤0.01% | 902 |
|
|
2020
Q4 | $1.22M | Buy |
25,881
+1,563
| +6% | +$73.6K | ﹤0.01% | 929 |
|
|
2020
Q3 | $1.14M | Sell |
24,318
-1,620
| -6% | -$75.7K | ﹤0.01% | 837 |
|
|
2020
Q2 | $1.06M | Buy |
25,938
+13,590
| +110% | +$556K | ﹤0.01% | 787 |
|
|
2020
Q1 | $473K | Buy |
12,348
+1,631
| +15% | +$62.5K | ﹤0.01% | 952 |
|
|
2019
Q4 | $459K | Buy |
10,717
+1,538
| +17% | +$65.9K | ﹤0.01% | 1082 |
|
|
2019
Q3 | $409K | Buy |
+9,179
| New | +$409K | ﹤0.01% | 1063 |
|
|
2019
Q1 | – | Sell |
-7,380
| Closed | -$213K | – | 1465 |
|
|
2018
Q4 | $213K | Buy |
7,380
+557
| +8% | +$16.1K | ﹤0.01% | 1315 |
|
|
2018
Q3 | $211K | Buy |
+6,823
| New | +$211K | ﹤0.01% | 1452 |
|