J.P. Morgan Private Wealth Advisors’s Equinor EQNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,003
| Closed | -$251K | – | 1960 |
|
|
2022
Q4 | $251K | Buy |
7,003
+876
| +14% | +$31.4K | ﹤0.01% | 1730 |
|
|
2022
Q3 | $203K | Buy |
+6,127
| New | +$203K | ﹤0.01% | 1805 |
|
|
2020
Q4 | – | Sell |
-10,831
| Closed | -$152K | – | 1719 |
|
|
2020
Q3 | $152K | Sell |
10,831
-6,753
| -38% | -$94.8K | ﹤0.01% | 1542 |
|
|
2020
Q2 | $255K | Sell |
17,584
-823
| -4% | -$11.9K | ﹤0.01% | 1374 |
|
|
2020
Q1 | $224K | Buy |
18,407
+6,215
| +51% | +$75.6K | ﹤0.01% | 1251 |
|
|
2019
Q4 | $243K | Sell |
12,192
-406
| -3% | -$8.09K | ﹤0.01% | 1322 |
|
|
2019
Q3 | $239K | Buy |
+12,598
| New | +$239K | ﹤0.01% | 1275 |
|
|
2019
Q1 | – | Sell |
-11,012
| Closed | -$233K | – | 1476 |
|
|
2018
Q4 | $233K | Buy |
11,012
+2,899
| +36% | +$61.3K | ﹤0.01% | 1273 |
|
|
2018
Q3 | $229K | Buy |
+8,113
| New | +$229K | ﹤0.01% | 1415 |
|
|
2018
Q2 | – | Sell |
-9,328
| Closed | -$221K | – | 1475 |
|
|
2018
Q1 | $221K | Buy |
+9,328
| New | +$221K | ﹤0.01% | 1154 |
|
|
2017
Q4 | – | Sell |
-19,579
| Closed | -$393K | – | 1297 |
|
|
2017
Q3 | $393K | Buy |
19,579
+272
| +1% | +$5.46K | ﹤0.01% | 940 |
|
|
2017
Q2 | $319K | Buy |
19,307
+5,278
| +38% | +$87.2K | ﹤0.01% | 989 |
|
|
2017
Q1 | $241K | Sell |
14,029
-2,318
| -14% | -$39.8K | ﹤0.01% | 1169 |
|
|
2016
Q4 | $299K | Buy |
16,347
+3,721
| +29% | +$68.1K | ﹤0.01% | 993 |
|
|
2016
Q3 | $212K | Sell |
12,626
-615
| -5% | -$10.3K | ﹤0.01% | 1127 |
|
|
2016
Q2 | $229K | Buy |
13,241
+278
| +2% | +$4.81K | ﹤0.01% | 1101 |
|
|
2016
Q1 | $202K | Buy |
12,963
+978
| +8% | +$15.2K | ﹤0.01% | 1078 |
|
|
2015
Q4 | $167K | Buy |
+11,985
| New | +$167K | ﹤0.01% | 1041 |
|