J.P. Morgan Private Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,370
| Closed | -$199K | – | 1649 |
|
|
2023
Q1 | $199K | Sell |
14,370
-855
| -6% | -$11.9K | ﹤0.01% | 1838 |
|
|
2022
Q4 | $183K | Sell |
15,225
-901
| -6% | -$10.8K | ﹤0.01% | 1836 |
|
|
2022
Q3 | $195K | Sell |
16,126
-619
| -4% | -$7.49K | ﹤0.01% | 1816 |
|
|
2022
Q2 | $292K | Sell |
16,745
-916
| -5% | -$16K | ﹤0.01% | 1662 |
|
|
2022
Q1 | $328K | Sell |
17,661
-407
| -2% | -$7.56K | ﹤0.01% | 1714 |
|
|
2021
Q4 | $321K | Sell |
18,068
-1,063
| -6% | -$18.9K | ﹤0.01% | 1726 |
|
|
2021
Q3 | $478K | Buy |
19,131
+455
| +2% | +$11.4K | ﹤0.01% | 1515 |
|
|
2021
Q2 | $590K | Sell |
18,676
-1,269
| -6% | -$40.1K | ﹤0.01% | 1418 |
|
|
2021
Q1 | $559K | Buy |
19,945
+2
| +0% | +$56 | ﹤0.01% | 1265 |
|
|
2020
Q4 | $560K | Buy |
19,943
+238
| +1% | +$6.68K | ﹤0.01% | 1251 |
|
|
2020
Q3 | $424K | Sell |
19,705
-3,403
| -15% | -$73.2K | ﹤0.01% | 1220 |
|
|
2020
Q2 | $565K | Buy |
+23,108
| New | +$565K | ﹤0.01% | 1037 |
|
|
2019
Q2 | – | Sell |
-8,669
| Closed | -$286K | – | 1411 |
|
|
2019
Q1 | $286K | Sell |
8,669
-1,965
| -18% | -$64.8K | ﹤0.01% | 1230 |
|
|
2018
Q4 | $427K | Buy |
10,634
+702
| +7% | +$28.2K | ﹤0.01% | 1028 |
|
|
2018
Q3 | $404K | Sell |
9,932
-201
| -2% | -$8.18K | ﹤0.01% | 1162 |
|
|
2018
Q2 | $438K | Buy |
10,133
+2,299
| +29% | +$99.4K | ﹤0.01% | 1055 |
|
|
2018
Q1 | $341K | Sell |
7,834
-225
| -3% | -$9.79K | ﹤0.01% | 1003 |
|
|
2017
Q4 | $425K | Sell |
8,059
-140
| -2% | -$7.38K | ﹤0.01% | 929 |
|
|
2017
Q3 | $442K | Buy |
8,199
+1,874
| +30% | +$101K | ﹤0.01% | 892 |
|
|
2017
Q2 | $296K | Sell |
6,325
-819
| -11% | -$38.3K | ﹤0.01% | 1017 |
|
|
2017
Q1 | $308K | Sell |
7,144
-1,335
| -16% | -$57.6K | ﹤0.01% | 1053 |
|
|
2016
Q4 | $333K | Buy |
8,479
+578
| +7% | +$22.7K | ﹤0.01% | 959 |
|
|
2016
Q3 | $313K | Buy |
7,901
+2,279
| +41% | +$90.3K | ﹤0.01% | 973 |
|
|
2016
Q2 | $233K | Buy |
+5,622
| New | +$233K | ﹤0.01% | 1089 |
|