J.P. Morgan Private Wealth Advisors’s Empire State Realty Trust ESRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.42M | Buy |
300,970
+260,840
| +650% | +$2.1M | 0.01% | 680 |
|
|
2023
Q2 | $301K | Sell |
40,130
-93,949
| -70% | -$704K | ﹤0.01% | 1242 |
|
|
2023
Q1 | $870K | Buy |
134,079
+7,212
| +6% | +$46.8K | ﹤0.01% | 1230 |
|
|
2022
Q4 | $855K | Buy |
126,867
+8,138
| +7% | +$54.9K | ﹤0.01% | 1222 |
|
|
2022
Q3 | $779K | Sell |
118,729
-5,194
| -4% | -$34.1K | ﹤0.01% | 1254 |
|
|
2022
Q2 | $871K | Sell |
123,923
-650
| -0.5% | -$4.57K | ﹤0.01% | 1207 |
|
|
2022
Q1 | $1.22M | Buy |
124,573
+34,162
| +38% | +$335K | ﹤0.01% | 1119 |
|
|
2021
Q4 | $805K | Sell |
90,411
-8
| -0% | -$71 | ﹤0.01% | 1346 |
|
|
2021
Q3 | $907K | Buy |
90,419
+5,027
| +6% | +$50.4K | ﹤0.01% | 1260 |
|
|
2021
Q2 | $1.03M | Sell |
85,392
-57,658
| -40% | -$692K | ﹤0.01% | 1186 |
|
|
2021
Q1 | $1.59M | Buy |
143,050
+37,242
| +35% | +$414K | 0.01% | 847 |
|
|
2020
Q4 | $986K | Buy |
105,808
+12,312
| +13% | +$115K | ﹤0.01% | 1016 |
|
|
2020
Q3 | $572K | Sell |
93,496
-3,552
| -4% | -$21.7K | ﹤0.01% | 1097 |
|
|
2020
Q2 | $679K | Buy |
+97,048
| New | +$679K | ﹤0.01% | 956 |
|
|
2019
Q4 | – | Sell |
-99,187
| Closed | -$1.42M | – | 1480 |
|
|
2019
Q3 | $1.42M | Buy |
+99,187
| New | +$1.42M | 0.01% | 659 |
|