J.P. Morgan Private Wealth Advisors’s MBIA MBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-74,786
| Closed | -$688K | – | 1973 |
|
|
2022
Q3 | $688K | Buy |
74,786
+654
| +0.9% | +$6.02K | ﹤0.01% | 1319 |
|
|
2022
Q2 | $916K | Hold |
74,132
| – | – | ﹤0.01% | 1183 |
|
|
2022
Q1 | $1.14M | Hold |
74,132
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q4 | $1.17M | Hold |
74,132
| – | – | ﹤0.01% | 1164 |
|
|
2021
Q3 | $953K | Hold |
74,132
| – | – | ﹤0.01% | 1233 |
|
|
2021
Q2 | $815K | Hold |
74,132
| – | – | ﹤0.01% | 1291 |
|
|
2021
Q1 | $713K | Hold |
74,132
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q4 | $488K | Sell |
74,132
-7,984
| -10% | -$52.6K | ﹤0.01% | 1300 |
|
|
2020
Q3 | $498K | Sell |
82,116
-1,546
| -2% | -$9.38K | ﹤0.01% | 1153 |
|
|
2020
Q2 | $607K | Sell |
83,662
-77,053
| -48% | -$559K | ﹤0.01% | 1006 |
|
|
2020
Q1 | $1.15M | Sell |
160,715
-560
| -0.3% | -$4K | 0.01% | 667 |
|
|
2019
Q4 | $1.5M | Hold |
161,275
| – | – | 0.01% | 672 |
|
|
2019
Q3 | $1.49M | Sell |
161,275
-436
| -0.3% | -$4.03K | 0.01% | 643 |
|
|
2019
Q2 | $1.51M | Hold |
161,711
| – | – | 0.01% | 648 |
|
|
2019
Q1 | $1.54M | Sell |
161,711
-306
| -0.2% | -$2.91K | 0.01% | 672 |
|
|
2018
Q4 | $1.45M | Buy |
162,017
+151,185
| +1,396% | +$1.35M | 0.01% | 641 |
|
|
2018
Q3 | $116K | Hold |
10,832
| – | – | ﹤0.01% | 1518 |
|
|
2018
Q2 | $98K | Sell |
10,832
-2,292
| -17% | -$20.7K | ﹤0.01% | 1419 |
|
|
2018
Q1 | $122K | Hold |
13,124
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q4 | $96K | Sell |
13,124
-5,363
| -29% | -$39.2K | ﹤0.01% | 1229 |
|
|
2017
Q3 | $161K | Sell |
18,487
-1,758
| -9% | -$15.3K | ﹤0.01% | 1174 |
|
|
2017
Q2 | $191K | Sell |
20,245
-3,903
| -16% | -$36.8K | ﹤0.01% | 1156 |
|
|
2017
Q1 | $205K | Buy |
24,148
+163
| +0.7% | +$1.38K | ﹤0.01% | 1235 |
|
|
2016
Q4 | $257K | Buy |
23,985
+2,994
| +14% | +$32.1K | ﹤0.01% | 1068 |
|
|
2016
Q3 | $164K | Sell |
20,991
-795
| -4% | -$6.21K | ﹤0.01% | 1163 |
|
|
2016
Q2 | $149K | Buy |
21,786
+1,952
| +10% | +$13.4K | ﹤0.01% | 1185 |
|
|
2016
Q1 | $176K | Buy |
+19,834
| New | +$176K | ﹤0.01% | 1103 |
|