J.P. Morgan Private Wealth Advisors’s New Oriental EDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,969
| Closed | -$62K | – | 2023 |
|
|
2021
Q4 | $62K | Sell |
2,969
-256
| -8% | -$5.35K | ﹤0.01% | 1956 |
|
|
2021
Q3 | $66K | Sell |
3,225
-20,760
| -87% | -$425K | ﹤0.01% | 1911 |
|
|
2021
Q2 | $1.96M | Buy |
23,985
+13,166
| +122% | +$1.08M | 0.01% | 888 |
|
|
2021
Q1 | $1.52M | Sell |
10,819
-2,131
| -16% | -$298K | ﹤0.01% | 872 |
|
|
2020
Q4 | $2.41M | Buy |
12,950
+5,121
| +65% | +$951K | 0.01% | 670 |
|
|
2020
Q3 | $1.17M | Buy |
7,829
+3,447
| +79% | +$515K | ﹤0.01% | 828 |
|
|
2020
Q2 | $571K | Buy |
4,382
+2,314
| +112% | +$302K | ﹤0.01% | 1031 |
|
|
2020
Q1 | $224K | Sell |
2,068
-1,085
| -34% | -$118K | ﹤0.01% | 1250 |
|
|
2019
Q4 | $382K | Buy |
3,153
+874
| +38% | +$106K | ﹤0.01% | 1138 |
|
|
2019
Q3 | $252K | Buy |
+2,279
| New | +$252K | ﹤0.01% | 1255 |
|