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