J.P. Morgan Private Wealth Advisors’s Krispy Kreme DNUT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,768
| Closed | -$203K | – | 1732 |
|
|
2023
Q2 | $203K | Sell |
13,768
-618
| -4% | -$9.1K | ﹤0.01% | 1388 |
|
|
2023
Q1 | $224K | Buy |
14,386
+300
| +2% | +$4.67K | ﹤0.01% | 1792 |
|
|
2022
Q4 | $145K | Buy |
14,086
+1,242
| +10% | +$12.8K | ﹤0.01% | 1860 |
|
|
2022
Q3 | $148K | Buy |
12,844
+965
| +8% | +$11.1K | ﹤0.01% | 1849 |
|
|
2022
Q2 | $162K | Buy |
11,879
+514
| +5% | +$7.01K | ﹤0.01% | 1842 |
|
|
2022
Q1 | $169K | Buy |
+11,365
| New | +$169K | ﹤0.01% | 1934 |
|