J.P. Morgan Private Wealth Advisors’s First Hawaiian FHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $338K | Buy |
18,752
+74
| +0.4% | +$1.34K | ﹤0.01% | 1413 |
|
|
2023
Q2 | $336K | Sell |
18,678
-2,362
| -11% | -$42.5K | ﹤0.01% | 1197 |
|
|
2023
Q1 | $434K | Buy |
21,040
+1,278
| +6% | +$26.4K | ﹤0.01% | 1531 |
|
|
2022
Q4 | $515K | Buy |
19,762
+8,036
| +69% | +$209K | ﹤0.01% | 1466 |
|
|
2022
Q3 | $289K | Buy |
11,726
+2,739
| +30% | +$67.5K | ﹤0.01% | 1663 |
|
|
2022
Q2 | $204K | Buy |
+8,987
| New | +$204K | ﹤0.01% | 1816 |
|