J.P. Morgan Private Wealth Advisors’s First United FUNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,818
Closed -$252K 1967
2022
Q4
$252K Hold
12,818
﹤0.01% 1728
2022
Q3
$212K Buy
+12,818
New +$212K ﹤0.01% 1784