J.P. Morgan Private Wealth Advisors’s Clarivate CLVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $486K | Hold |
72,397
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q2 | $690K | Sell |
72,397
-1,438
| -2% | -$13.7K | ﹤0.01% | 900 |
|
|
2023
Q1 | $693K | Sell |
73,835
-72
| -0.1% | -$676 | ﹤0.01% | 1339 |
|
|
2022
Q4 | $616K | Buy |
73,907
+9,091
| +14% | +$75.8K | ﹤0.01% | 1380 |
|
|
2022
Q3 | $609K | Sell |
64,816
-17,244
| -21% | -$162K | ﹤0.01% | 1373 |
|
|
2022
Q2 | $1.14M | Sell |
82,060
-45,052
| -35% | -$624K | ﹤0.01% | 1074 |
|
|
2022
Q1 | $2.13M | Buy |
127,112
+34,501
| +37% | +$578K | ﹤0.01% | 878 |
|
|
2021
Q4 | $2.18M | Buy |
92,611
+28,449
| +44% | +$669K | ﹤0.01% | 876 |
|
|
2021
Q3 | $1.41M | Buy |
+64,162
| New | +$1.41M | ﹤0.01% | 1050 |
|
|
2020
Q4 | – | Sell |
-69,529
| Closed | -$2.16M | – | 1714 |
|
|
2020
Q3 | $2.16M | Buy |
69,529
+1,268
| +2% | +$39.3K | 0.01% | 632 |
|
|
2020
Q2 | $1.52M | Sell |
68,261
-75
| -0.1% | -$1.67K | 0.01% | 663 |
|
|
2020
Q1 | $1.42M | Sell |
68,336
-23,357
| -25% | -$485K | 0.01% | 616 |
|
|
2019
Q4 | $1.54M | Sell |
91,693
-341
| -0.4% | -$5.73K | 0.01% | 666 |
|
|
2019
Q3 | $1.55M | Buy |
+92,034
| New | +$1.55M | 0.01% | 634 |
|