J.P. Morgan Private Wealth Advisors’s Dorman Products DORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $531K | Sell |
7,013
-605
| -8% | -$45.8K | ﹤0.01% | 1225 |
|
|
2023
Q2 | $601K | Sell |
7,618
-1,457
| -16% | -$115K | ﹤0.01% | 958 |
|
|
2023
Q1 | $783K | Buy |
9,075
+113
| +1% | +$9.75K | ﹤0.01% | 1282 |
|
|
2022
Q4 | $725K | Buy |
8,962
+169
| +2% | +$13.7K | ﹤0.01% | 1302 |
|
|
2022
Q3 | $722K | Sell |
8,793
-1,506
| -15% | -$124K | ﹤0.01% | 1298 |
|
|
2022
Q2 | $1.13M | Buy |
10,299
+577
| +6% | +$63.3K | ﹤0.01% | 1080 |
|
|
2022
Q1 | $924K | Buy |
9,722
+1,925
| +25% | +$183K | ﹤0.01% | 1257 |
|
|
2021
Q4 | $881K | Buy |
7,797
+100
| +1% | +$11.3K | ﹤0.01% | 1310 |
|
|
2021
Q3 | $729K | Buy |
7,697
+236
| +3% | +$22.4K | ﹤0.01% | 1358 |
|
|
2021
Q2 | $773K | Buy |
7,461
+2,230
| +43% | +$231K | ﹤0.01% | 1313 |
|
|
2021
Q1 | $537K | Sell |
5,231
-2,168
| -29% | -$223K | ﹤0.01% | 1283 |
|
|
2020
Q4 | $642K | Buy |
7,399
+29
| +0.4% | +$2.52K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $666K | Sell |
7,370
-81
| -1% | -$7.32K | ﹤0.01% | 1042 |
|
|
2020
Q2 | $500K | Buy |
7,451
+174
| +2% | +$11.7K | ﹤0.01% | 1095 |
|
|
2020
Q1 | $402K | Buy |
7,277
+3,647
| +100% | +$201K | ﹤0.01% | 1015 |
|
|
2019
Q4 | $275K | Buy |
3,630
+34
| +0.9% | +$2.58K | ﹤0.01% | 1274 |
|
|
2019
Q3 | $286K | Buy |
+3,596
| New | +$286K | ﹤0.01% | 1213 |
|
|
2017
Q4 | – | Sell |
-5,647
| Closed | -$404K | – | 1295 |
|
|
2017
Q3 | $404K | Sell |
5,647
-5,044
| -47% | -$361K | ﹤0.01% | 928 |
|
|
2017
Q2 | $884K | Buy |
10,691
+1,266
| +13% | +$105K | 0.01% | 654 |
|
|
2017
Q1 | $774K | Buy |
+9,425
| New | +$774K | 0.01% | 710 |
|