J.P. Morgan Private Wealth Advisors’s Whole Earth Brands, Inc. Class A Common Stock FREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-90,005
| Closed | -$346K | – | 2013 |
|
|
2022
Q3 | $346K | Buy |
90,005
+19,141
| +27% | +$73.6K | ﹤0.01% | 1600 |
|
|
2022
Q2 | $439K | Buy |
70,864
+5,853
| +9% | +$36.3K | ﹤0.01% | 1505 |
|
|
2022
Q1 | $465K | Buy |
65,011
+2,773
| +4% | +$19.8K | ﹤0.01% | 1573 |
|
|
2021
Q4 | $668K | Sell |
62,238
-5,534
| -8% | -$59.4K | ﹤0.01% | 1430 |
|
|
2021
Q3 | $783K | Buy |
67,772
+1,760
| +3% | +$20.3K | ﹤0.01% | 1317 |
|
|
2021
Q2 | $957K | Buy |
66,012
+7,144
| +12% | +$104K | ﹤0.01% | 1221 |
|
|
2021
Q1 | $768K | Sell |
58,868
-582
| -1% | -$7.59K | ﹤0.01% | 1154 |
|
|
2020
Q4 | $648K | Buy |
59,450
+2,831
| +5% | +$30.9K | ﹤0.01% | 1188 |
|
|
2020
Q3 | $472K | Buy |
+56,619
| New | +$472K | ﹤0.01% | 1183 |
|