J.P. Morgan Private Wealth Advisors’s Horace Mann Educators HMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,601
| Closed | -$255K | – | 1742 |
|
|
2023
Q2 | $255K | Sell |
8,601
-6,699
| -44% | -$199K | ﹤0.01% | 1303 |
|
|
2023
Q1 | $512K | Buy |
15,300
+1,484
| +11% | +$49.7K | ﹤0.01% | 1470 |
|
|
2022
Q4 | $516K | Sell |
13,816
-1,043
| -7% | -$39K | ﹤0.01% | 1464 |
|
|
2022
Q3 | $524K | Buy |
14,859
+2,198
| +17% | +$77.5K | ﹤0.01% | 1434 |
|
|
2022
Q2 | $486K | Sell |
12,661
-736
| -5% | -$28.3K | ﹤0.01% | 1467 |
|
|
2022
Q1 | $560K | Buy |
13,397
+1,822
| +16% | +$76.2K | ﹤0.01% | 1487 |
|
|
2021
Q4 | $448K | Sell |
11,575
-3,408
| -23% | -$132K | ﹤0.01% | 1594 |
|
|
2021
Q3 | $596K | Buy |
14,983
+107
| +0.7% | +$4.26K | ﹤0.01% | 1431 |
|
|
2021
Q2 | $557K | Buy |
14,876
+155
| +1% | +$5.8K | ﹤0.01% | 1438 |
|
|
2021
Q1 | $636K | Buy |
14,721
+298
| +2% | +$12.9K | ﹤0.01% | 1229 |
|
|
2020
Q4 | $606K | Sell |
14,423
-462
| -3% | -$19.4K | ﹤0.01% | 1216 |
|
|
2020
Q3 | $497K | Buy |
14,885
+406
| +3% | +$13.6K | ﹤0.01% | 1155 |
|
|
2020
Q2 | $532K | Buy |
+14,479
| New | +$532K | ﹤0.01% | 1060 |
|
|
2017
Q2 | – | Sell |
-12,218
| Closed | -$501K | – | 1277 |
|
|
2017
Q1 | $501K | Sell |
12,218
-870
| -7% | -$35.7K | ﹤0.01% | 853 |
|
|
2016
Q4 | $560K | Sell |
13,088
-3,990
| -23% | -$171K | ﹤0.01% | 763 |
|
|
2016
Q3 | $626K | Sell |
17,078
-113
| -0.7% | -$4.14K | 0.01% | 715 |
|
|
2016
Q2 | $582K | Sell |
17,191
-212
| -1% | -$7.18K | 0.01% | 738 |
|
|
2016
Q1 | $551K | Buy |
17,403
+323
| +2% | +$10.2K | 0.01% | 720 |
|
|
2015
Q4 | $566K | Buy |
17,080
+340
| +2% | +$11.3K | 0.01% | 653 |
|
|
2015
Q3 | $556K | Hold |
16,740
| – | – | 0.01% | 583 |
|
|
2015
Q2 | $609K | Hold |
16,740
| – | – | 0.01% | 615 |
|
|
2015
Q1 | $573K | Sell |
16,740
-860
| -5% | -$29.4K | 0.01% | 683 |
|
|
2014
Q4 | $584K | Sell |
17,600
-280
| -2% | -$9.29K | 0.01% | 664 |
|
|
2014
Q3 | $510K | Hold |
17,880
| – | – | 0.01% | 685 |
|
|
2014
Q2 | $559K | Buy |
17,880
+605
| +4% | +$18.9K | 0.01% | 534 |
|
|
2014
Q1 | $501K | Buy |
+17,275
| New | +$501K | 0.01% | 565 |
|