J.P. Morgan Private Wealth Advisors’s Commercial Metals CMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $671K | Buy |
+13,571
| New | +$671K | ﹤0.01% | 1122 |
|
|
2023
Q2 | – | Sell |
-38,483
| Closed | -$1.88M | – | 1554 |
|
|
2023
Q1 | $1.88M | Buy |
38,483
+436
| +1% | +$21.3K | ﹤0.01% | 908 |
|
|
2022
Q4 | $1.84M | Sell |
38,047
-1,802
| -5% | -$87K | ﹤0.01% | 885 |
|
|
2022
Q3 | $1.41M | Sell |
39,849
-2,195
| -5% | -$77.9K | ﹤0.01% | 984 |
|
|
2022
Q2 | $1.39M | Sell |
42,044
-3,255
| -7% | -$108K | ﹤0.01% | 980 |
|
|
2022
Q1 | $1.89M | Sell |
45,299
-4,733
| -9% | -$197K | ﹤0.01% | 922 |
|
|
2021
Q4 | $1.82M | Sell |
50,032
-3,647
| -7% | -$132K | ﹤0.01% | 952 |
|
|
2021
Q3 | $1.64M | Buy |
53,679
+835
| +2% | +$25.4K | ﹤0.01% | 985 |
|
|
2021
Q2 | $1.62M | Buy |
52,844
+1,052
| +2% | +$32.3K | ﹤0.01% | 973 |
|
|
2021
Q1 | $1.6M | Buy |
51,792
+3,676
| +8% | +$113K | 0.01% | 845 |
|
|
2020
Q4 | $988K | Buy |
48,116
+2,169
| +5% | +$44.5K | ﹤0.01% | 1014 |
|
|
2020
Q3 | $918K | Sell |
45,947
-1,977
| -4% | -$39.5K | ﹤0.01% | 915 |
|
|
2020
Q2 | $978K | Buy |
47,924
+32,210
| +205% | +$657K | ﹤0.01% | 819 |
|
|
2020
Q1 | $248K | Buy |
15,714
+3,143
| +25% | +$49.6K | ﹤0.01% | 1202 |
|
|
2019
Q4 | $280K | Buy |
12,571
+1,247
| +11% | +$27.8K | ﹤0.01% | 1268 |
|
|
2019
Q3 | $197K | Buy |
+11,324
| New | +$197K | ﹤0.01% | 1351 |
|
|
2019
Q1 | – | Sell |
-11,707
| Closed | -$188K | – | 1466 |
|
|
2018
Q4 | $188K | Sell |
11,707
-513
| -4% | -$8.24K | ﹤0.01% | 1349 |
|
|
2018
Q3 | $251K | Buy |
+12,220
| New | +$251K | ﹤0.01% | 1384 |
|