J.P. Morgan Private Wealth Advisors’s Harvard Bioscience HBIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-79,241
| Closed | -$203K | – | 1958 |
|
|
2022
Q3 | $203K | Hold |
79,241
| – | – | ﹤0.01% | 1806 |
|
|
2022
Q2 | $285K | Hold |
79,241
| – | – | ﹤0.01% | 1676 |
|
|
2022
Q1 | $492K | Sell |
79,241
-4,000
| -5% | -$24.8K | ﹤0.01% | 1540 |
|
|
2021
Q4 | $587K | Hold |
83,241
| – | – | ﹤0.01% | 1487 |
|
|
2021
Q3 | $581K | Sell |
83,241
-6,647
| -7% | -$46.4K | ﹤0.01% | 1439 |
|
|
2021
Q2 | $749K | Hold |
89,888
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q1 | $491K | Sell |
89,888
-22,970
| -20% | -$125K | ﹤0.01% | 1320 |
|
|
2020
Q4 | $484K | Hold |
112,858
| – | – | ﹤0.01% | 1303 |
|
|
2020
Q3 | $340K | Sell |
112,858
-2,385
| -2% | -$7.19K | ﹤0.01% | 1307 |
|
|
2020
Q2 | $357K | Hold |
115,243
| – | – | ﹤0.01% | 1238 |
|
|
2020
Q1 | $255K | Hold |
115,243
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q4 | $351K | Hold |
115,243
| – | – | ﹤0.01% | 1171 |
|
|
2019
Q3 | $354K | Hold |
115,243
| – | – | ﹤0.01% | 1125 |
|
|
2019
Q2 | $230K | Hold |
115,243
| – | – | ﹤0.01% | 1250 |
|
|
2019
Q1 | $497K | Sell |
115,243
-3,000
| -3% | -$12.9K | ﹤0.01% | 1039 |
|
|
2018
Q4 | $376K | Sell |
118,243
-47,687
| -29% | -$152K | ﹤0.01% | 1070 |
|
|
2018
Q3 | $871K | Buy |
165,930
+3,000
| +2% | +$15.7K | ﹤0.01% | 868 |
|
|
2018
Q2 | $872K | Buy |
+162,930
| New | +$872K | ﹤0.01% | 818 |
|