J.P. Morgan Private Wealth Advisors’s Cemex CX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $92.4K | Buy |
+14,211
| New | +$92.4K | ﹤0.01% | 1689 |
|
|
2023
Q2 | – | Sell |
-14,211
| Closed | -$78.6K | – | 1578 |
|
|
2023
Q1 | $78.6K | Sell |
14,211
-44
| -0.3% | -$243 | ﹤0.01% | 1907 |
|
|
2022
Q4 | $57.7K | Sell |
14,255
-13,696
| -49% | -$55.5K | ﹤0.01% | 1901 |
|
|
2022
Q3 | $96K | Sell |
27,951
-9,924
| -26% | -$34.1K | ﹤0.01% | 1881 |
|
|
2022
Q2 | $148K | Hold |
37,875
| – | – | ﹤0.01% | 1855 |
|
|
2022
Q1 | $200K | Sell |
37,875
-906
| -2% | -$4.78K | ﹤0.01% | 1911 |
|
|
2021
Q4 | $263K | Buy |
38,781
+906
| +2% | +$6.14K | ﹤0.01% | 1798 |
|
|
2021
Q3 | $272K | Sell |
37,875
-361
| -0.9% | -$2.59K | ﹤0.01% | 1735 |
|
|
2021
Q2 | $321K | Sell |
38,236
-16,639
| -30% | -$140K | ﹤0.01% | 1649 |
|
|
2021
Q1 | $382K | Sell |
54,875
-54
| -0.1% | -$376 | ﹤0.01% | 1427 |
|
|
2020
Q4 | $284K | Buy |
54,929
+54
| +0.1% | +$279 | ﹤0.01% | 1520 |
|
|
2020
Q3 | $209K | Hold |
54,875
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q2 | $158K | Sell |
54,875
-208
| -0.4% | -$599 | ﹤0.01% | 1483 |
|
|
2020
Q1 | $117K | Sell |
55,083
-64
| -0.1% | -$136 | ﹤0.01% | 1352 |
|
|
2019
Q4 | $208K | Sell |
55,147
-5,192
| -9% | -$19.6K | ﹤0.01% | 1387 |
|
|
2019
Q3 | $237K | Buy |
60,339
+1,073
| +2% | +$4.22K | ﹤0.01% | 1279 |
|
|
2019
Q2 | $251K | Sell |
59,266
-7,264
| -11% | -$30.8K | ﹤0.01% | 1216 |
|
|
2019
Q1 | $309K | Buy |
66,530
+3,396
| +5% | +$15.8K | ﹤0.01% | 1197 |
|
|
2018
Q4 | $304K | Buy |
63,134
+3,477
| +6% | +$16.7K | ﹤0.01% | 1164 |
|
|
2018
Q3 | $420K | Sell |
59,657
-1,302
| -2% | -$9.17K | ﹤0.01% | 1140 |
|
|
2018
Q2 | $400K | Sell |
60,959
-9,569
| -14% | -$62.8K | ﹤0.01% | 1090 |
|
|
2018
Q1 | $467K | Buy |
70,528
+1,303
| +2% | +$8.63K | ﹤0.01% | 889 |
|
|
2017
Q4 | $519K | Buy |
69,225
+331
| +0.5% | +$2.48K | ﹤0.01% | 858 |
|
|
2017
Q3 | $626K | Buy |
68,894
+2,560
| +4% | +$23.3K | ﹤0.01% | 774 |
|
|
2017
Q2 | $625K | Buy |
66,334
+7,198
| +12% | +$67.8K | ﹤0.01% | 766 |
|
|
2017
Q1 | $516K | Sell |
59,136
-5,706
| -9% | -$49.8K | ﹤0.01% | 841 |
|
|
2016
Q4 | $501K | Buy |
64,842
+4,770
| +8% | +$36.9K | ﹤0.01% | 808 |
|
|
2016
Q3 | $459K | Buy |
60,072
+936
| +2% | +$7.15K | ﹤0.01% | 817 |
|
|
2016
Q2 | $351K | Sell |
59,136
-185
| -0.3% | -$1.1K | ﹤0.01% | 908 |
|
|
2016
Q1 | $399K | Sell |
59,321
-776
| -1% | -$5.22K | ﹤0.01% | 826 |
|
|
2015
Q4 | $309K | Sell |
60,097
-2,417
| -4% | -$12.4K | ﹤0.01% | 851 |
|
|
2015
Q3 | $404K | Hold |
62,514
| – | – | 0.01% | 692 |
|
|
2015
Q2 | $529K | Buy |
62,514
+3,374
| +6% | +$28.6K | 0.01% | 654 |
|
|
2015
Q1 | $498K | Hold |
59,140
| – | – | 0.01% | 729 |
|
|
2014
Q4 | $536K | Hold |
59,140
| – | – | 0.01% | 682 |
|
|
2014
Q3 | $686K | Hold |
59,140
| – | – | 0.01% | 612 |
|
|
2014
Q2 | $696K | Buy |
59,140
+4,499
| +8% | +$52.9K | 0.01% | 484 |
|
|
2014
Q1 | $590K | Sell |
54,641
-339
| -0.6% | -$3.66K | 0.01% | 523 |
|
|
2013
Q4 | $556K | Buy |
54,980
+339
| +0.6% | +$3.43K | 0.01% | 435 |
|
|
2013
Q3 | $522K | Hold |
54,641
| – | – | 0.01% | 428 |
|
|
2013
Q2 | $494K | Buy |
+54,641
| New | +$494K | 0.01% | 411 |
|