J.P. Morgan Private Wealth Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $616K | Sell |
13,111
-844
| -6% | -$39.7K | ﹤0.01% | 1156 |
|
|
2023
Q2 | $675K | Sell |
13,955
-7,091
| -34% | -$343K | ﹤0.01% | 912 |
|
|
2023
Q1 | $1.11M | Buy |
21,046
+330
| +2% | +$17.4K | ﹤0.01% | 1122 |
|
|
2022
Q4 | $964K | Sell |
20,716
-2,959
| -12% | -$138K | ﹤0.01% | 1164 |
|
|
2022
Q3 | $912K | Sell |
23,675
-2,359
| -9% | -$90.9K | ﹤0.01% | 1183 |
|
|
2022
Q2 | $1.27M | Sell |
26,034
-2,077
| -7% | -$102K | ﹤0.01% | 1013 |
|
|
2022
Q1 | $1.22M | Buy |
28,111
+806
| +3% | +$35.1K | ﹤0.01% | 1120 |
|
|
2021
Q4 | $1.24M | Buy |
27,305
+1,580
| +6% | +$71.6K | ﹤0.01% | 1134 |
|
|
2021
Q3 | $1.35M | Buy |
25,725
+1,945
| +8% | +$102K | ﹤0.01% | 1068 |
|
|
2021
Q2 | $1.12M | Buy |
23,780
+6,753
| +40% | +$319K | ﹤0.01% | 1142 |
|
|
2021
Q1 | $833K | Sell |
17,027
-11,743
| -41% | -$574K | ﹤0.01% | 1123 |
|
|
2020
Q4 | $1.22M | Buy |
28,770
+1,046
| +4% | +$44.4K | ﹤0.01% | 928 |
|
|
2020
Q3 | $943K | Buy |
27,724
+10
| +0% | +$340 | ﹤0.01% | 908 |
|
|
2020
Q2 | $846K | Sell |
27,714
-1,892
| -6% | -$57.8K | ﹤0.01% | 876 |
|
|
2020
Q1 | $631K | Buy |
29,606
+916
| +3% | +$19.5K | ﹤0.01% | 846 |
|
|
2019
Q4 | $732K | Buy |
28,690
+10,830
| +61% | +$276K | ﹤0.01% | 905 |
|
|
2019
Q3 | $396K | Buy |
17,860
+1,780
| +11% | +$39.5K | ﹤0.01% | 1079 |
|
|
2019
Q2 | $359K | Buy |
16,080
+7,114
| +79% | +$159K | ﹤0.01% | 1082 |
|
|
2019
Q1 | $259K | Buy |
8,966
+1,512
| +20% | +$43.7K | ﹤0.01% | 1276 |
|
|
2018
Q4 | $267K | Sell |
7,454
-982
| -12% | -$35.2K | ﹤0.01% | 1222 |
|
|
2018
Q3 | $492K | Sell |
8,436
-192
| -2% | -$11.2K | ﹤0.01% | 1076 |
|
|
2018
Q2 | $461K | Buy |
8,628
+2,898
| +51% | +$155K | ﹤0.01% | 1032 |
|
|
2018
Q1 | $255K | Buy |
+5,730
| New | +$255K | ﹤0.01% | 1106 |
|
|
2017
Q1 | – | Sell |
-8,394
| Closed | -$214K | – | 1340 |
|
|
2016
Q4 | $214K | Buy |
+8,394
| New | +$214K | ﹤0.01% | 1136 |
|