J.P. Morgan Private Wealth Advisors’s Itron ITRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,733
| Closed | -$773K | – | 1956 |
|
|
2021
Q2 | $773K | Buy |
7,733
+3,587
| +87% | +$359K | ﹤0.01% | 1314 |
|
|
2021
Q1 | $368K | Sell |
4,146
-268
| -6% | -$23.8K | ﹤0.01% | 1440 |
|
|
2020
Q4 | $423K | Buy |
+4,414
| New | +$423K | ﹤0.01% | 1354 |
|
|
2016
Q4 | – | Sell |
-6,779
| Closed | -$378K | – | 1273 |
|
|
2016
Q3 | $378K | Sell |
6,779
-2,266
| -25% | -$126K | ﹤0.01% | 892 |
|
|
2016
Q2 | $390K | Buy |
9,045
+3,545
| +64% | +$153K | ﹤0.01% | 873 |
|
|
2016
Q1 | $229K | Sell |
5,500
-2,710
| -33% | -$113K | ﹤0.01% | 1036 |
|
|
2015
Q4 | $297K | Hold |
8,210
| – | – | ﹤0.01% | 863 |
|
|
2015
Q3 | $262K | Buy |
8,210
+1,070
| +15% | +$34.1K | ﹤0.01% | 840 |
|
|
2015
Q2 | $246K | Hold |
7,140
| – | – | ﹤0.01% | 916 |
|
|
2015
Q1 | $261K | Buy |
7,140
+620
| +10% | +$22.7K | ﹤0.01% | 941 |
|
|
2014
Q4 | $276K | Buy |
6,520
+552
| +9% | +$23.4K | ﹤0.01% | 903 |
|
|
2014
Q3 | $235K | Buy |
+5,968
| New | +$235K | ﹤0.01% | 924 |
|