J.P. Morgan Private Wealth Advisors’s Centerspace CSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,934
| Closed | -$402K | – | 1932 |
|
|
2022
Q2 | $402K | Buy |
4,934
+39
| +0.8% | +$3.18K | ﹤0.01% | 1534 |
|
|
2022
Q1 | $480K | Buy |
4,895
+7
| +0.1% | +$686 | ﹤0.01% | 1555 |
|
|
2021
Q4 | $542K | Buy |
4,888
+55
| +1% | +$6.1K | ﹤0.01% | 1515 |
|
|
2021
Q3 | $457K | Sell |
4,833
-161
| -3% | -$15.2K | ﹤0.01% | 1533 |
|
|
2021
Q2 | $394K | Buy |
4,994
+334
| +7% | +$26.4K | ﹤0.01% | 1573 |
|
|
2021
Q1 | $317K | Sell |
4,660
-232
| -5% | -$15.8K | ﹤0.01% | 1506 |
|
|
2020
Q4 | $346K | Buy |
4,892
+20
| +0.4% | +$1.42K | ﹤0.01% | 1440 |
|
|
2020
Q3 | $318K | Sell |
4,872
-1,903
| -28% | -$124K | ﹤0.01% | 1339 |
|
|
2020
Q2 | $478K | Sell |
6,775
-501
| -7% | -$35.3K | ﹤0.01% | 1124 |
|
|
2020
Q1 | $400K | Buy |
+7,276
| New | +$400K | ﹤0.01% | 1016 |
|
|
2018
Q3 | – | Sell |
-8,199
| Closed | -$453K | – | 1571 |
|
|
2018
Q2 | $453K | Buy |
+8,199
| New | +$453K | ﹤0.01% | 1043 |
|