J.P. Morgan Private Wealth Advisors’s Minerals Technologies MTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $209K | Sell |
3,820
-621
| -14% | -$34K | ﹤0.01% | 1615 |
|
2023
Q2 | $256K | Sell |
4,441
-470
| -10% | -$27.1K | ﹤0.01% | 1301 |
|
2023
Q1 | $297K | Buy |
4,911
+399
| +9% | +$24.1K | ﹤0.01% | 1686 |
|
2022
Q4 | $274K | Buy |
4,512
+307
| +7% | +$18.6K | ﹤0.01% | 1688 |
|
2022
Q3 | $208K | Sell |
4,205
-652
| -13% | -$32.3K | ﹤0.01% | 1794 |
|
2022
Q2 | $298K | Sell |
4,857
-302
| -6% | -$18.5K | ﹤0.01% | 1650 |
|
2022
Q1 | $341K | Sell |
5,159
-11
| -0.2% | -$727 | ﹤0.01% | 1700 |
|
2021
Q4 | $378K | Buy |
5,170
+996
| +24% | +$72.8K | ﹤0.01% | 1653 |
|
2021
Q3 | $292K | Buy |
4,174
+183
| +5% | +$12.8K | ﹤0.01% | 1705 |
|
2021
Q2 | $314K | Buy |
3,991
+178
| +5% | +$14K | ﹤0.01% | 1660 |
|
2021
Q1 | $287K | Sell |
3,813
-297
| -7% | -$22.4K | ﹤0.01% | 1545 |
|
2020
Q4 | $255K | Buy |
+4,110
| New | +$255K | ﹤0.01% | 1562 |
|
2017
Q2 | – | Sell |
-8,308
| Closed | -$637K | – | 1312 |
|
2017
Q1 | $637K | Buy |
8,308
+50
| +0.6% | +$3.83K | ﹤0.01% | 774 |
|
2016
Q4 | $639K | Buy |
8,258
+1,156
| +16% | +$89.5K | 0.01% | 721 |
|
2016
Q3 | $502K | Hold |
7,102
| – | – | ﹤0.01% | 783 |
|
2016
Q2 | $403K | Sell |
7,102
-62
| -0.9% | -$3.52K | ﹤0.01% | 860 |
|
2016
Q1 | $407K | Buy |
7,164
+819
| +13% | +$46.5K | ﹤0.01% | 816 |
|
2015
Q4 | $291K | Hold |
6,345
| – | – | ﹤0.01% | 876 |
|
2015
Q3 | $306K | Buy |
6,345
+1,455
| +30% | +$70.2K | ﹤0.01% | 786 |
|
2015
Q2 | $333K | Buy |
4,890
+450
| +10% | +$30.6K | ﹤0.01% | 812 |
|
2015
Q1 | $325K | Buy |
+4,440
| New | +$325K | ﹤0.01% | 858 |
|