J.P. Morgan Private Wealth Advisors’s Kyndryl KD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,640
| Closed | -$172K | – | 1703 |
|
|
2023
Q1 | $172K | Sell |
11,640
-1,461
| -11% | -$21.6K | ﹤0.01% | 1855 |
|
|
2022
Q4 | $146K | Sell |
13,101
-1,360
| -9% | -$15.1K | ﹤0.01% | 1859 |
|
|
2022
Q3 | $120K | Sell |
14,461
-840
| -5% | -$6.97K | ﹤0.01% | 1866 |
|
|
2022
Q2 | $150K | Sell |
15,301
-3,671
| -19% | -$36K | ﹤0.01% | 1852 |
|
|
2022
Q1 | $249K | Sell |
18,972
-9,374
| -33% | -$123K | ﹤0.01% | 1831 |
|
|
2021
Q4 | $513K | Buy |
+28,346
| New | +$513K | ﹤0.01% | 1546 |
|