J.P. Morgan Private Wealth Advisors’s Howard Hughes HHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,669
| Closed | -$204K | – | 1653 |
|
|
2023
Q1 | $204K | Buy |
+2,669
| New | +$204K | ﹤0.01% | 1825 |
|
|
2022
Q4 | – | Sell |
-3,910
| Closed | -$206K | – | 1959 |
|
|
2022
Q3 | $206K | Buy |
3,910
+113
| +3% | +$5.95K | ﹤0.01% | 1799 |
|
|
2022
Q2 | $246K | Sell |
3,797
-11
| -0.3% | -$713 | ﹤0.01% | 1747 |
|
|
2022
Q1 | $376K | Buy |
3,808
+427
| +13% | +$42.2K | ﹤0.01% | 1656 |
|
|
2021
Q4 | $328K | Buy |
3,381
+140
| +4% | +$13.6K | ﹤0.01% | 1719 |
|
|
2021
Q3 | $271K | Buy |
3,241
+10
| +0.3% | +$836 | ﹤0.01% | 1739 |
|
|
2021
Q2 | $300K | Buy |
3,231
+281
| +10% | +$26.1K | ﹤0.01% | 1678 |
|
|
2021
Q1 | $268K | Sell |
2,950
-97
| -3% | -$8.81K | ﹤0.01% | 1578 |
|
|
2020
Q4 | $229K | Buy |
+3,047
| New | +$229K | ﹤0.01% | 1593 |
|
|
2020
Q2 | – | Sell |
-7,983
| Closed | -$384K | – | 1570 |
|
|
2020
Q1 | $384K | Buy |
7,983
+868
| +12% | +$41.8K | ﹤0.01% | 1035 |
|
|
2019
Q4 | $860K | Buy |
7,115
+149
| +2% | +$18K | ﹤0.01% | 858 |
|
|
2019
Q3 | $861K | Buy |
6,966
+4,033
| +138% | +$498K | ﹤0.01% | 808 |
|
|
2019
Q2 | $346K | Sell |
2,933
-143
| -5% | -$16.9K | ﹤0.01% | 1092 |
|
|
2019
Q1 | $323K | Hold |
3,076
| – | – | ﹤0.01% | 1180 |
|
|
2018
Q4 | $286K | Sell |
3,076
-2,389
| -44% | -$222K | ﹤0.01% | 1190 |
|
|
2018
Q3 | $647K | Buy |
5,465
+1,015
| +23% | +$120K | ﹤0.01% | 983 |
|
|
2018
Q2 | $562K | Buy |
4,450
+88
| +2% | +$11.1K | ﹤0.01% | 968 |
|
|
2018
Q1 | $578K | Buy |
4,362
+547
| +14% | +$72.5K | ﹤0.01% | 819 |
|
|
2017
Q4 | $477K | Sell |
3,815
-87
| -2% | -$10.9K | ﹤0.01% | 882 |
|
|
2017
Q3 | $439K | Sell |
3,902
-775
| -17% | -$87.2K | ﹤0.01% | 894 |
|
|
2017
Q2 | $548K | Buy |
4,677
+145
| +3% | +$17K | ﹤0.01% | 809 |
|
|
2017
Q1 | $506K | Sell |
4,532
-600
| -12% | -$67K | ﹤0.01% | 848 |
|
|
2016
Q4 | $558K | Buy |
5,132
+127
| +3% | +$13.8K | ﹤0.01% | 764 |
|
|
2016
Q3 | $546K | Buy |
5,005
+2,188
| +78% | +$239K | 0.01% | 764 |
|
|
2016
Q2 | $307K | Sell |
2,817
-497
| -15% | -$54.2K | ﹤0.01% | 968 |
|
|
2016
Q1 | $335K | Buy |
3,314
+449
| +16% | +$45.4K | ﹤0.01% | 905 |
|
|
2015
Q4 | $309K | Buy |
2,865
+845
| +42% | +$91.1K | ﹤0.01% | 852 |
|
|
2015
Q3 | $221K | Buy |
2,020
+13
| +0.6% | +$1.42K | ﹤0.01% | 908 |
|
|
2015
Q2 | $275K | Buy |
2,007
+630
| +46% | +$86.3K | ﹤0.01% | 876 |
|
|
2015
Q1 | $204K | Buy |
+1,377
| New | +$204K | ﹤0.01% | 1030 |
|