J.P. Morgan Private Wealth Advisors’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $310K | Buy |
18,592
+40
| +0.2% | +$668 | ﹤0.01% | 1458 |
|
|
2023
Q2 | $293K | Buy |
18,552
+207
| +1% | +$3.27K | ﹤0.01% | 1250 |
|
|
2023
Q1 | $246K | Sell |
18,345
-101
| -0.5% | -$1.36K | ﹤0.01% | 1751 |
|
|
2022
Q4 | $240K | Hold |
18,446
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q3 | $236K | Hold |
18,446
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q2 | $232K | Hold |
18,446
| – | – | ﹤0.01% | 1771 |
|
|
2022
Q1 | $250K | Sell |
18,446
-73
| -0.4% | -$989 | ﹤0.01% | 1829 |
|
|
2021
Q4 | $267K | Buy |
18,519
+363
| +2% | +$5.23K | ﹤0.01% | 1791 |
|
|
2021
Q3 | $272K | Buy |
18,156
+16
| +0.1% | +$240 | ﹤0.01% | 1738 |
|
|
2021
Q2 | $247K | Hold |
18,140
| – | – | ﹤0.01% | 1748 |
|
|
2021
Q1 | $251K | Hold |
18,140
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q4 | $228K | Sell |
18,140
-225
| -1% | -$2.83K | ﹤0.01% | 1595 |
|
|
2020
Q3 | $163K | Hold |
18,365
| – | – | ﹤0.01% | 1538 |
|
|
2020
Q2 | $150K | Hold |
18,365
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q1 | $117K | Sell |
18,365
-23
| -0.1% | -$147 | ﹤0.01% | 1353 |
|
|
2019
Q4 | $261K | Buy |
18,388
+23
| +0.1% | +$326 | ﹤0.01% | 1293 |
|
|
2019
Q3 | $231K | Hold |
18,365
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q2 | $241K | Sell |
18,365
-65
| -0.4% | -$853 | ﹤0.01% | 1230 |
|
|
2019
Q1 | $243K | Buy |
18,430
+65
| +0.4% | +$857 | ﹤0.01% | 1300 |
|
|
2018
Q4 | $192K | Sell |
18,365
-8,775
| -32% | -$91.7K | ﹤0.01% | 1346 |
|
|
2018
Q3 | $361K | Buy |
+27,140
| New | +$361K | ﹤0.01% | 1211 |
|
|
2014
Q4 | – | Sell |
-16,871
| Closed | -$132K | – | 1123 |
|
|
2014
Q3 | $132K | Buy |
+16,871
| New | +$132K | ﹤0.01% | 1023 |
|