J.P. Morgan Private Wealth Advisors’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,187
| Closed | -$556K | – | 1826 |
|
|
2020
Q4 | $556K | Buy |
8,187
+58
| +0.7% | +$3.94K | ﹤0.01% | 1254 |
|
|
2020
Q3 | $310K | Sell |
8,129
-56
| -0.7% | -$2.14K | ﹤0.01% | 1353 |
|
|
2020
Q2 | $316K | Buy |
8,185
+46
| +0.6% | +$1.78K | ﹤0.01% | 1287 |
|
|
2020
Q1 | $262K | Sell |
8,139
-13,733
| -63% | -$442K | ﹤0.01% | 1181 |
|
|
2019
Q4 | $1.02M | Sell |
21,872
-202
| -0.9% | -$9.43K | ﹤0.01% | 788 |
|
|
2019
Q3 | $992K | Sell |
22,074
-238
| -1% | -$10.7K | 0.01% | 755 |
|
|
2019
Q2 | $962K | Sell |
22,312
-2,254
| -9% | -$97.2K | 0.01% | 765 |
|
|
2019
Q1 | $990K | Buy |
24,566
+728
| +3% | +$29.3K | 0.01% | 800 |
|
|
2018
Q4 | $839K | Buy |
23,838
+10,348
| +77% | +$364K | 0.01% | 812 |
|
|
2018
Q3 | $709K | Buy |
13,490
+126
| +0.9% | +$6.62K | ﹤0.01% | 944 |
|
|
2018
Q2 | $698K | Buy |
13,364
+4,045
| +43% | +$211K | ﹤0.01% | 891 |
|
|
2018
Q1 | $518K | Buy |
9,319
+573
| +7% | +$31.9K | ﹤0.01% | 859 |
|
|
2017
Q4 | $494K | Sell |
8,746
-1,407
| -14% | -$79.5K | ﹤0.01% | 873 |
|
|
2017
Q3 | $501K | Sell |
10,153
-1,121
| -10% | -$55.3K | ﹤0.01% | 846 |
|
|
2017
Q2 | $534K | Buy |
11,274
+3,190
| +39% | +$151K | ﹤0.01% | 820 |
|
|
2017
Q1 | $363K | Buy |
8,084
+116
| +1% | +$5.21K | ﹤0.01% | 995 |
|
|
2016
Q4 | $334K | Buy |
7,968
+789
| +11% | +$33.1K | ﹤0.01% | 958 |
|
|
2016
Q3 | $280K | Sell |
7,179
-4,939
| -41% | -$193K | ﹤0.01% | 1018 |
|
|
2016
Q2 | $428K | Buy |
12,118
+5,300
| +78% | +$187K | ﹤0.01% | 835 |
|
|
2016
Q1 | $229K | Buy |
+6,818
| New | +$229K | ﹤0.01% | 1037 |
|