J.P. Morgan Private Wealth Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,781
| Closed | -$80.5K | – | 1962 |
|
|
2022
Q4 | $80.5K | Sell |
13,781
-5,050
| -27% | -$29.5K | ﹤0.01% | 1890 |
|
|
2022
Q3 | $108K | Sell |
18,831
-2,970
| -14% | -$17K | ﹤0.01% | 1876 |
|
|
2022
Q2 | $161K | Buy |
21,801
+851
| +4% | +$6.29K | ﹤0.01% | 1845 |
|
|
2022
Q1 | $191K | Buy |
20,950
+898
| +4% | +$8.19K | ﹤0.01% | 1918 |
|
|
2021
Q4 | $218K | Sell |
20,052
-4,248
| -17% | -$46.2K | ﹤0.01% | 1876 |
|
|
2021
Q3 | $272K | Buy |
24,300
+3,978
| +20% | +$44.5K | ﹤0.01% | 1737 |
|
|
2021
Q2 | $256K | Buy |
20,322
+8,321
| +69% | +$105K | ﹤0.01% | 1729 |
|
|
2021
Q1 | $158K | Buy |
12,001
+449
| +4% | +$5.91K | ﹤0.01% | 1707 |
|
|
2020
Q4 | $138K | Sell |
11,552
-718
| -6% | -$8.58K | ﹤0.01% | 1669 |
|
|
2020
Q3 | $134K | Buy |
+12,270
| New | +$134K | ﹤0.01% | 1552 |
|
|
2019
Q1 | – | Sell |
-10,539
| Closed | -$93K | – | 1477 |
|
|
2018
Q4 | $93K | Buy |
+10,539
| New | +$93K | ﹤0.01% | 1398 |
|
|
2016
Q4 | – | Sell |
-42,644
| Closed | -$307K | – | 1253 |
|
|
2016
Q3 | $307K | Sell |
42,644
-6,505
| -13% | -$46.8K | ﹤0.01% | 978 |
|
|
2016
Q2 | $377K | Sell |
49,149
-450,211
| -90% | -$3.45M | ﹤0.01% | 888 |
|
|
2016
Q1 | $5.01M | Buy |
499,360
+207,770
| +71% | +$2.08M | 0.05% | 250 |
|
|
2015
Q4 | $2.8M | Buy |
291,590
+266,130
| +1,045% | +$2.56M | 0.03% | 312 |
|
|
2015
Q3 | $249K | Buy |
25,460
+2,999
| +13% | +$29.3K | ﹤0.01% | 855 |
|
|
2015
Q2 | $234K | Buy |
+22,461
| New | +$234K | ﹤0.01% | 931 |
|