J.P. Morgan Private Wealth Advisors’s IPG Photonics IPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,234
| Closed | -$275K | – | 1689 |
|
|
2023
Q1 | $275K | Buy |
2,234
+9
| +0.4% | +$1.11K | ﹤0.01% | 1714 |
|
|
2022
Q4 | $211K | Buy |
+2,225
| New | +$211K | ﹤0.01% | 1806 |
|
|
2022
Q3 | – | Sell |
-2,225
| Closed | -$209K | – | 1951 |
|
|
2022
Q2 | $209K | Sell |
2,225
-4
| -0.2% | -$376 | ﹤0.01% | 1808 |
|
|
2022
Q1 | $245K | Sell |
2,229
-7
| -0.3% | -$769 | ﹤0.01% | 1837 |
|
|
2021
Q4 | $385K | Buy |
+2,236
| New | +$385K | ﹤0.01% | 1648 |
|
|
2021
Q1 | – | Sell |
-913
| Closed | -$204K | – | 1776 |
|
|
2020
Q4 | $204K | Buy |
+913
| New | +$204K | ﹤0.01% | 1643 |
|
|
2020
Q1 | – | Sell |
-1,583
| Closed | -$229K | – | 1481 |
|
|
2019
Q4 | $229K | Buy |
1,583
+15
| +1% | +$2.17K | ﹤0.01% | 1348 |
|
|
2019
Q3 | $213K | Buy |
1,568
+98
| +7% | +$13.3K | ﹤0.01% | 1326 |
|
|
2019
Q2 | $227K | Sell |
1,470
-1,589
| -52% | -$245K | ﹤0.01% | 1260 |
|
|
2019
Q1 | $464K | Sell |
3,059
-65
| -2% | -$9.86K | ﹤0.01% | 1065 |
|
|
2018
Q4 | $354K | Buy |
3,124
+647
| +26% | +$73.3K | ﹤0.01% | 1092 |
|
|
2018
Q3 | $387K | Sell |
2,477
-263
| -10% | -$41.1K | ﹤0.01% | 1179 |
|
|
2018
Q2 | $605K | Sell |
2,740
-303
| -10% | -$66.9K | ﹤0.01% | 947 |
|
|
2018
Q1 | $710K | Buy |
3,043
+955
| +46% | +$223K | ﹤0.01% | 754 |
|
|
2017
Q4 | $447K | Sell |
2,088
-249
| -11% | -$53.3K | ﹤0.01% | 904 |
|
|
2017
Q3 | $432K | Sell |
2,337
-89
| -4% | -$16.5K | ﹤0.01% | 902 |
|
|
2017
Q2 | $352K | Buy |
+2,426
| New | +$352K | ﹤0.01% | 954 |
|