J.P. Morgan Private Wealth Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $934K | Sell |
15,663
-589
| -4% | -$35.1K | ﹤0.01% | 997 |
|
|
2023
Q2 | $1.02M | Sell |
16,252
-3,731
| -19% | -$233K | 0.01% | 758 |
|
|
2023
Q1 | $1.31M | Buy |
19,983
+1,134
| +6% | +$74.1K | ﹤0.01% | 1044 |
|
|
2022
Q4 | $1.11M | Sell |
18,849
-552
| -3% | -$32.5K | ﹤0.01% | 1097 |
|
|
2022
Q3 | $951K | Buy |
19,401
+1,326
| +7% | +$65K | ﹤0.01% | 1161 |
|
|
2022
Q2 | $870K | Buy |
18,075
+1,620
| +10% | +$78K | ﹤0.01% | 1208 |
|
|
2022
Q1 | $855K | Buy |
16,455
+3,051
| +23% | +$159K | ﹤0.01% | 1290 |
|
|
2021
Q4 | $794K | Buy |
13,404
+1,216
| +10% | +$72K | ﹤0.01% | 1357 |
|
|
2021
Q3 | $700K | Buy |
12,188
+4,209
| +53% | +$242K | ﹤0.01% | 1371 |
|
|
2021
Q2 | $507K | Buy |
7,979
+2,747
| +53% | +$175K | ﹤0.01% | 1473 |
|
|
2021
Q1 | $304K | Sell |
5,232
-1,032
| -16% | -$60K | ﹤0.01% | 1524 |
|
|
2020
Q4 | $350K | Buy |
6,264
+1,186
| +23% | +$66.3K | ﹤0.01% | 1436 |
|
|
2020
Q3 | $236K | Sell |
5,078
-12
| -0.2% | -$558 | ﹤0.01% | 1464 |
|
|
2020
Q2 | $237K | Sell |
5,090
-1,043
| -17% | -$48.6K | ﹤0.01% | 1400 |
|
|
2020
Q1 | $237K | Buy |
+6,133
| New | +$237K | ﹤0.01% | 1229 |
|
|
2017
Q2 | – | Sell |
-4,920
| Closed | -$224K | – | 1257 |
|
|
2017
Q1 | $224K | Buy |
+4,920
| New | +$224K | ﹤0.01% | 1200 |
|