J.P. Morgan Private Wealth Advisors’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $594K | Sell |
13,190
-357
| -3% | -$16.1K | ﹤0.01% | 1176 |
|
|
2023
Q2 | $504K | Sell |
13,547
-11,973
| -47% | -$446K | ﹤0.01% | 1021 |
|
|
2023
Q1 | $1M | Sell |
25,520
-915
| -3% | -$35.9K | ﹤0.01% | 1160 |
|
|
2022
Q4 | $827K | Sell |
26,435
-1,717
| -6% | -$53.7K | ﹤0.01% | 1245 |
|
|
2022
Q3 | $1.18M | Sell |
28,152
-586
| -2% | -$24.6K | ﹤0.01% | 1055 |
|
|
2022
Q2 | $1.17M | Sell |
28,738
-1,763
| -6% | -$71.9K | ﹤0.01% | 1059 |
|
|
2022
Q1 | $1.11M | Sell |
30,501
-1,758
| -5% | -$63.9K | ﹤0.01% | 1172 |
|
|
2021
Q4 | $1.08M | Sell |
32,259
-625
| -2% | -$20.8K | ﹤0.01% | 1204 |
|
|
2021
Q3 | $1.18M | Buy |
32,884
+63
| +0.2% | +$2.27K | ﹤0.01% | 1137 |
|
|
2021
Q2 | $1.06M | Buy |
32,821
+1,542
| +5% | +$49.6K | ﹤0.01% | 1170 |
|
|
2021
Q1 | $942K | Buy |
31,279
+7,428
| +31% | +$224K | ﹤0.01% | 1067 |
|
|
2020
Q4 | $506K | Sell |
23,851
-3,523
| -13% | -$74.7K | ﹤0.01% | 1286 |
|
|
2020
Q3 | $721K | Sell |
27,374
-5,915
| -18% | -$156K | ﹤0.01% | 1019 |
|
|
2020
Q2 | $907K | Buy |
+33,289
| New | +$907K | ﹤0.01% | 847 |
|
|
2015
Q2 | – | Sell |
-31,287
| Closed | -$491K | – | 1105 |
|
|
2015
Q1 | $491K | Hold |
31,287
| – | – | 0.01% | 732 |
|
|
2014
Q4 | $371K | Hold |
31,287
| – | – | ﹤0.01% | 810 |
|
|
2014
Q3 | $499K | Buy |
+31,287
| New | +$499K | 0.01% | 689 |
|