J.P. Morgan Private Wealth Advisors’s Openlane KAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-186,311
| Closed | -$2.91M | – | 2046 |
|
2021
Q4 | $2.91M | Sell |
186,311
-76,525
| -29% | -$1.2M | 0.01% | 781 |
|
2021
Q3 | $4.31M | Buy |
262,836
+31
| +0% | +$508 | 0.01% | 629 |
|
2021
Q2 | $4.61M | Buy |
262,805
+34,255
| +15% | +$601K | 0.01% | 615 |
|
2021
Q1 | $3.43M | Buy |
228,550
+21,535
| +10% | +$323K | 0.01% | 601 |
|
2020
Q4 | $3.85M | Buy |
207,015
+16,904
| +9% | +$315K | 0.01% | 553 |
|
2020
Q3 | $2.74M | Buy |
190,111
+53,298
| +39% | +$768K | 0.01% | 561 |
|
2020
Q2 | $1.88M | Buy |
136,813
+20,366
| +17% | +$280K | 0.01% | 603 |
|
2020
Q1 | $1.4M | Buy |
+116,447
| New | +$1.4M | 0.01% | 619 |
|
2018
Q2 | – | Sell |
-24,832
| Closed | -$510K | – | 1494 |
|
2018
Q1 | $510K | Buy |
24,832
+1,054
| +4% | +$21.6K | ﹤0.01% | 864 |
|
2017
Q4 | $455K | Buy |
23,778
+3,371
| +17% | +$64.5K | ﹤0.01% | 901 |
|
2017
Q3 | $368K | Sell |
20,407
-100
| -0.5% | -$1.8K | ﹤0.01% | 959 |
|
2017
Q2 | $326K | Sell |
20,507
-25,662
| -56% | -$408K | ﹤0.01% | 982 |
|
2017
Q1 | $763K | Buy |
46,169
+19,083
| +70% | +$315K | 0.01% | 715 |
|
2016
Q4 | $437K | Buy |
27,086
+2,843
| +12% | +$45.9K | ﹤0.01% | 852 |
|
2016
Q3 | $396K | Buy |
24,243
+1,099
| +5% | +$18K | ﹤0.01% | 874 |
|
2016
Q2 | $366K | Sell |
23,144
-2,494
| -10% | -$39.4K | ﹤0.01% | 894 |
|
2016
Q1 | $370K | Buy |
25,638
+5,038
| +24% | +$72.7K | ﹤0.01% | 867 |
|
2015
Q4 | $288K | Buy |
20,600
+3,057
| +17% | +$42.7K | ﹤0.01% | 881 |
|
2015
Q3 | $235K | Sell |
17,543
-18,047
| -51% | -$242K | ﹤0.01% | 880 |
|
2015
Q2 | $504K | Sell |
35,590
-3,253
| -8% | -$46.1K | 0.01% | 671 |
|
2015
Q1 | $557K | Buy |
38,843
+1,813
| +5% | +$26K | 0.01% | 691 |
|
2014
Q4 | $486K | Buy |
37,030
+15,553
| +72% | +$204K | 0.01% | 712 |
|
2014
Q3 | $232K | Buy |
21,477
+143
| +0.7% | +$1.55K | ﹤0.01% | 926 |
|
2014
Q2 | $257K | Sell |
21,334
-13,453
| -39% | -$162K | ﹤0.01% | 742 |
|
2014
Q1 | $400K | Buy |
+34,787
| New | +$400K | 0.01% | 638 |
|