J.P. Morgan Private Wealth Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $405K | Sell |
9,756
-779
| -7% | -$32.4K | ﹤0.01% | 1338 |
|
|
2023
Q2 | $446K | Sell |
10,535
-2,022
| -16% | -$85.7K | ﹤0.01% | 1084 |
|
|
2023
Q1 | $545K | Sell |
12,557
-7,639
| -38% | -$332K | ﹤0.01% | 1439 |
|
|
2022
Q4 | $1.35M | Sell |
20,196
-344
| -2% | -$23K | ﹤0.01% | 1010 |
|
|
2022
Q3 | $1.46M | Sell |
20,540
-554
| -3% | -$39.4K | ﹤0.01% | 970 |
|
|
2022
Q2 | $1.55M | Buy |
21,094
+3,574
| +20% | +$262K | ﹤0.01% | 935 |
|
|
2022
Q1 | $1.58M | Buy |
17,520
+4,363
| +33% | +$394K | ﹤0.01% | 995 |
|
|
2021
Q4 | $1.15M | Buy |
13,157
+4,996
| +61% | +$435K | ﹤0.01% | 1174 |
|
|
2021
Q3 | $657K | Sell |
8,161
-140,550
| -95% | -$11.3M | ﹤0.01% | 1400 |
|
|
2021
Q2 | $10.6M | Buy |
148,711
+41,821
| +39% | +$2.98M | 0.03% | 406 |
|
|
2021
Q1 | $7.67M | Buy |
106,890
+99,309
| +1,310% | +$7.12M | 0.02% | 418 |
|
|
2020
Q4 | $423K | Sell |
7,581
-624
| -8% | -$34.8K | ﹤0.01% | 1353 |
|
|
2020
Q3 | $314K | Sell |
8,205
-5,008
| -38% | -$192K | ﹤0.01% | 1343 |
|
|
2020
Q2 | $503K | Sell |
13,213
-3,554
| -21% | -$135K | ﹤0.01% | 1093 |
|
|
2020
Q1 | $492K | Sell |
16,767
-20
| -0.1% | -$587 | ﹤0.01% | 932 |
|
|
2019
Q4 | $1.2M | Buy |
16,787
+1,904
| +13% | +$137K | 0.01% | 735 |
|
|
2019
Q3 | $982K | Sell |
14,883
-160
| -1% | -$10.6K | 0.01% | 759 |
|
|
2019
Q2 | $1.09M | Buy |
15,043
+5,735
| +62% | +$417K | 0.01% | 728 |
|
|
2019
Q1 | $682K | Buy |
9,308
+2,410
| +35% | +$177K | ﹤0.01% | 910 |
|
|
2018
Q4 | $474K | Sell |
6,898
-153
| -2% | -$10.5K | ﹤0.01% | 990 |
|
|
2018
Q3 | $636K | Sell |
7,051
-243
| -3% | -$21.9K | ﹤0.01% | 990 |
|
|
2018
Q2 | $664K | Buy |
7,294
+713
| +11% | +$64.9K | ﹤0.01% | 908 |
|
|
2018
Q1 | $631K | Buy |
6,581
+528
| +9% | +$50.6K | ﹤0.01% | 791 |
|
|
2017
Q4 | $525K | Sell |
6,053
-212
| -3% | -$18.4K | ﹤0.01% | 853 |
|
|
2017
Q3 | $478K | Buy |
6,265
+102
| +2% | +$7.78K | ﹤0.01% | 866 |
|
|
2017
Q2 | $451K | Buy |
6,163
+57
| +0.9% | +$4.17K | ﹤0.01% | 868 |
|
|
2017
Q1 | $419K | Sell |
6,106
-220
| -3% | -$15.1K | ﹤0.01% | 930 |
|
|
2016
Q4 | $431K | Sell |
6,326
-4,657
| -42% | -$317K | ﹤0.01% | 858 |
|
|
2016
Q3 | $520K | Buy |
10,983
+240
| +2% | +$11.4K | ﹤0.01% | 776 |
|
|
2016
Q2 | $442K | Buy |
10,743
+147
| +1% | +$6.05K | ﹤0.01% | 824 |
|
|
2016
Q1 | $400K | Sell |
10,596
-11,261
| -52% | -$425K | ﹤0.01% | 824 |
|
|
2015
Q4 | $915K | Buy |
21,857
+12,754
| +140% | +$534K | 0.01% | 544 |
|
|
2015
Q3 | $374K | Sell |
9,103
-707
| -7% | -$29K | ﹤0.01% | 716 |
|
|
2015
Q2 | $504K | Buy |
9,810
+909
| +10% | +$46.7K | 0.01% | 669 |
|
|
2015
Q1 | $402K | Sell |
8,901
-513
| -5% | -$23.2K | ﹤0.01% | 789 |
|
|
2014
Q4 | $441K | Buy |
9,414
+850
| +10% | +$39.8K | 0.01% | 761 |
|
|
2014
Q3 | $427K | Sell |
8,564
-1,146
| -12% | -$57.1K | 0.01% | 745 |
|
|
2014
Q2 | $487K | Buy |
9,710
+1,035
| +12% | +$51.9K | 0.01% | 568 |
|
|
2014
Q1 | $449K | Buy |
8,675
+232
| +3% | +$12K | 0.01% | 602 |
|
|
2013
Q4 | $401K | Buy |
8,443
+16
| +0.2% | +$760 | 0.01% | 488 |
|
|
2013
Q3 | $331K | Buy |
8,427
+636
| +8% | +$25K | 0.01% | 498 |
|
|
2013
Q2 | $310K | Buy |
+7,791
| New | +$310K | 0.01% | 493 |
|