J.P. Morgan Private Wealth Advisors’s KVH Industries KVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $187K | Sell |
36,679
-4,123
| -10% | -$21K | ﹤0.01% | 1639 |
|
|
2023
Q2 | $373K | Sell |
40,802
-93,193
| -70% | -$852K | ﹤0.01% | 1152 |
|
|
2023
Q1 | $1.52M | Sell |
133,995
-8,999
| -6% | -$102K | ﹤0.01% | 982 |
|
|
2022
Q4 | $1.46M | Sell |
142,994
-9,828
| -6% | -$100K | ﹤0.01% | 969 |
|
|
2022
Q3 | $1.41M | Buy |
152,822
+3,026
| +2% | +$27.9K | ﹤0.01% | 986 |
|
|
2022
Q2 | $1.3M | Buy |
149,796
+7,578
| +5% | +$65.9K | ﹤0.01% | 1006 |
|
|
2022
Q1 | $1.29M | Buy |
142,218
+7,996
| +6% | +$72.8K | ﹤0.01% | 1090 |
|
|
2021
Q4 | $1.23M | Sell |
134,222
-708
| -0.5% | -$6.51K | ﹤0.01% | 1136 |
|
|
2021
Q3 | $1.3M | Buy |
134,930
+6,486
| +5% | +$62.4K | ﹤0.01% | 1090 |
|
|
2021
Q2 | $1.58M | Buy |
128,444
+16,233
| +14% | +$200K | ﹤0.01% | 983 |
|
|
2021
Q1 | $1.42M | Buy |
112,211
+6,119
| +6% | +$77.6K | ﹤0.01% | 894 |
|
|
2020
Q4 | $1.2M | Buy |
106,092
+7,587
| +8% | +$86.1K | ﹤0.01% | 934 |
|
|
2020
Q3 | $888K | Sell |
98,505
-6,826
| -6% | -$61.5K | ﹤0.01% | 930 |
|
|
2020
Q2 | $941K | Buy |
105,331
+65,932
| +167% | +$589K | ﹤0.01% | 834 |
|
|
2020
Q1 | $372K | Buy |
39,399
+13,513
| +52% | +$128K | ﹤0.01% | 1049 |
|
|
2019
Q4 | $288K | Buy |
25,886
+963
| +4% | +$10.7K | ﹤0.01% | 1258 |
|
|
2019
Q3 | $265K | Buy |
+24,923
| New | +$265K | ﹤0.01% | 1235 |
|
|
2019
Q1 | – | Sell |
-18,468
| Closed | -$190K | – | 1486 |
|
|
2018
Q4 | $190K | Buy |
18,468
+1,302
| +8% | +$13.4K | ﹤0.01% | 1348 |
|
|
2018
Q3 | $225K | Buy |
17,166
+5,421
| +46% | +$71.1K | ﹤0.01% | 1427 |
|
|
2018
Q2 | $157K | Sell |
11,745
-1,578
| -12% | -$21.1K | ﹤0.01% | 1391 |
|
|
2018
Q1 | $138K | Buy |
+13,323
| New | +$138K | ﹤0.01% | 1207 |
|