J.P. Morgan Private Wealth Advisors’s Monarch Casino & Resort MCRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $249K | Buy |
4,017
+17
| +0.4% | +$1.06K | ﹤0.01% | 1553 |
|
|
2023
Q2 | $282K | Hold |
4,000
| – | – | ﹤0.01% | 1260 |
|
|
2023
Q1 | $297K | Hold |
4,000
| – | – | ﹤0.01% | 1687 |
|
|
2022
Q4 | $308K | Sell |
4,000
-9
| -0.2% | -$692 | ﹤0.01% | 1652 |
|
|
2022
Q3 | $225K | Hold |
4,009
| – | – | ﹤0.01% | 1766 |
|
|
2022
Q2 | $235K | Hold |
4,009
| – | – | ﹤0.01% | 1769 |
|
|
2022
Q1 | $350K | Sell |
4,009
-491
| -11% | -$42.9K | ﹤0.01% | 1685 |
|
|
2021
Q4 | $333K | Sell |
4,500
-2
| -0% | -$148 | ﹤0.01% | 1708 |
|
|
2021
Q3 | $302K | Sell |
4,502
-54
| -1% | -$3.62K | ﹤0.01% | 1696 |
|
|
2021
Q2 | $301K | Buy |
4,556
+56
| +1% | +$3.7K | ﹤0.01% | 1677 |
|
|
2021
Q1 | $273K | Hold |
4,500
| – | – | ﹤0.01% | 1570 |
|
|
2020
Q4 | $275K | Hold |
4,500
| – | – | ﹤0.01% | 1537 |
|
|
2020
Q3 | $201K | Buy |
+4,500
| New | +$201K | ﹤0.01% | 1522 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$218K | – | 1492 |
|
|
2019
Q4 | $218K | Buy |
+4,500
| New | +$218K | ﹤0.01% | 1363 |
|