J.P. Morgan Private Wealth Advisors’s Heron Therapeutics HRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57,353
| Closed | -$86.6K | – | 1663 |
|
|
2023
Q1 | $86.6K | Sell |
57,353
-3,137
| -5% | -$4.74K | ﹤0.01% | 1904 |
|
|
2022
Q4 | $151K | Buy |
60,490
+8,449
| +16% | +$21.1K | ﹤0.01% | 1856 |
|
|
2022
Q3 | $220K | Buy |
52,041
+7,487
| +17% | +$31.7K | ﹤0.01% | 1772 |
|
|
2022
Q2 | $124K | Sell |
44,554
-2,810
| -6% | -$7.82K | ﹤0.01% | 1866 |
|
|
2022
Q1 | $271K | Sell |
47,364
-2,088
| -4% | -$11.9K | ﹤0.01% | 1792 |
|
|
2021
Q4 | $451K | Buy |
49,452
+7,358
| +17% | +$67.1K | ﹤0.01% | 1590 |
|
|
2021
Q3 | $450K | Buy |
42,094
+5,375
| +15% | +$57.5K | ﹤0.01% | 1538 |
|
|
2021
Q2 | $570K | Buy |
36,719
+13,962
| +61% | +$217K | ﹤0.01% | 1429 |
|
|
2021
Q1 | $369K | Buy |
22,757
+6,907
| +44% | +$112K | ﹤0.01% | 1438 |
|
|
2020
Q4 | $335K | Hold |
15,850
| – | – | ﹤0.01% | 1458 |
|
|
2020
Q3 | $235K | Buy |
15,850
+1,313
| +9% | +$19.5K | ﹤0.01% | 1467 |
|
|
2020
Q2 | $214K | Buy |
+14,537
| New | +$214K | ﹤0.01% | 1439 |
|