J.P. Morgan Private Wealth Advisors’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-8,071
| Closed | -$231K | – | 1648 |
|
2023
Q1 | $231K | Buy |
8,071
+53
| +0.7% | +$1.52K | ﹤0.01% | 1775 |
|
2022
Q4 | $232K | Sell |
8,018
-1,113
| -12% | -$32.3K | ﹤0.01% | 1759 |
|
2022
Q3 | $273K | Sell |
9,131
-158
| -2% | -$4.72K | ﹤0.01% | 1690 |
|
2022
Q2 | $352K | Sell |
9,289
-588
| -6% | -$22.3K | ﹤0.01% | 1579 |
|
2022
Q1 | $468K | Sell |
9,877
-14,816
| -60% | -$702K | ﹤0.01% | 1570 |
|
2021
Q4 | $1.31M | Buy |
24,693
+2,786
| +13% | +$148K | ﹤0.01% | 1102 |
|
2021
Q3 | $1.17M | Buy |
21,907
+4,590
| +27% | +$246K | ﹤0.01% | 1146 |
|
2021
Q2 | $972K | Buy |
17,317
+7,206
| +71% | +$404K | ﹤0.01% | 1213 |
|
2021
Q1 | $567K | Buy |
10,111
+2,417
| +31% | +$136K | ﹤0.01% | 1258 |
|
2020
Q4 | $488K | Buy |
7,694
+1,844
| +32% | +$117K | ﹤0.01% | 1299 |
|
2020
Q3 | $247K | Buy |
+5,850
| New | +$247K | ﹤0.01% | 1435 |
|