J.P. Morgan Private Wealth Advisors’s Gencor Industries GENC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $575K | Sell |
40,706
-3,076
| -7% | -$43.5K | ﹤0.01% | 1189 |
|
|
2023
Q2 | $682K | Sell |
43,782
-65,944
| -60% | -$1.03M | ﹤0.01% | 905 |
|
|
2023
Q1 | $1.69M | Sell |
109,726
-9,778
| -8% | -$150K | ﹤0.01% | 944 |
|
|
2022
Q4 | $1.21M | Sell |
119,504
-26,667
| -18% | -$269K | ﹤0.01% | 1059 |
|
|
2022
Q3 | $1.32M | Sell |
146,171
-399
| -0.3% | -$3.6K | ﹤0.01% | 1010 |
|
|
2022
Q2 | $1.49M | Sell |
146,570
-2,279
| -2% | -$23.2K | ﹤0.01% | 949 |
|
|
2022
Q1 | $1.53M | Sell |
148,849
-984
| -0.7% | -$10.1K | ﹤0.01% | 1012 |
|
|
2021
Q4 | $1.73M | Sell |
149,833
-602
| -0.4% | -$6.94K | ﹤0.01% | 971 |
|
|
2021
Q3 | $1.67M | Buy |
150,435
+4,151
| +3% | +$46K | ﹤0.01% | 974 |
|
|
2021
Q2 | $1.78M | Sell |
146,284
-6,549
| -4% | -$79.6K | ﹤0.01% | 927 |
|
|
2021
Q1 | $2.05M | Buy |
152,833
+23,370
| +18% | +$313K | 0.01% | 757 |
|
|
2020
Q4 | $1.59M | Buy |
129,463
+8,948
| +7% | +$110K | 0.01% | 833 |
|
|
2020
Q3 | $1.33M | Sell |
120,515
-9,163
| -7% | -$101K | 0.01% | 779 |
|
|
2020
Q2 | $1.64M | Buy |
129,678
+76,840
| +145% | +$971K | 0.01% | 639 |
|
|
2020
Q1 | $555K | Buy |
52,838
+21,325
| +68% | +$224K | ﹤0.01% | 901 |
|
|
2019
Q4 | $368K | Buy |
31,513
+1,053
| +3% | +$12.3K | ﹤0.01% | 1154 |
|
|
2019
Q3 | $354K | Buy |
+30,460
| New | +$354K | ﹤0.01% | 1124 |
|
|
2019
Q1 | – | Sell |
-21,011
| Closed | -$230K | – | 1481 |
|
|
2018
Q4 | $230K | Buy |
21,011
+2,602
| +14% | +$28.5K | ﹤0.01% | 1281 |
|
|
2018
Q3 | $222K | Buy |
18,409
+7,510
| +69% | +$90.6K | ﹤0.01% | 1434 |
|
|
2018
Q2 | $176K | Buy |
+10,899
| New | +$176K | ﹤0.01% | 1385 |
|