JPMPWA
J.P. Morgan Private Wealth Advisors’s McEwen Inc. MUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$21K | – | 1965 |
|
|
2021
Q2 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 1890 |
|
|
2021
Q1 | $16K | Sell |
1,500
-1,005
| -40% | -$10.7K | ﹤0.01% | 1740 |
|
|
2020
Q4 | $25K | Hold |
2,505
| – | – | ﹤0.01% | 1698 |
|
|
2020
Q3 | $27K | Hold |
2,505
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q2 | $25K | Hold |
2,505
| – | – | ﹤0.01% | 1537 |
|
|
2020
Q1 | $17K | Hold |
2,505
| – | – | ﹤0.01% | 1405 |
|
|
2019
Q4 | $32K | Hold |
2,505
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q3 | $39K | Sell |
2,505
-1,000
| -29% | -$15.6K | ﹤0.01% | 1412 |
|
|
2019
Q2 | $61K | Hold |
3,505
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q1 | $53K | Buy |
3,505
+985
| +39% | +$14.9K | ﹤0.01% | 1434 |
|
|
2018
Q4 | $46K | Hold |
2,520
| – | – | ﹤0.01% | 1425 |
|
|
2018
Q3 | $49K | Buy |
2,520
+3
| +0.1% | +$58 | ﹤0.01% | 1544 |
|
|
2018
Q2 | $52K | Hold |
2,517
| – | – | ﹤0.01% | 1436 |
|
|
2018
Q1 | $52K | Buy |
2,517
+2
| +0.1% | +$41 | ﹤0.01% | 1251 |
|
|
2017
Q4 | $57K | Sell |
2,515
-30
| -1% | -$680 | ﹤0.01% | 1255 |
|
|
2017
Q3 | $50K | Sell |
2,545
-200
| -7% | -$3.93K | ﹤0.01% | 1216 |
|
|
2017
Q2 | $72K | Buy |
2,745
+1,000
| +57% | +$26.2K | ﹤0.01% | 1197 |
|
|
2017
Q1 | $53K | Sell |
1,745
-360
| -17% | -$10.9K | ﹤0.01% | 1309 |
|
|
2016
Q4 | $61K | Hold |
2,105
| – | – | ﹤0.01% | 1217 |
|
|
2016
Q3 | $77K | Buy |
2,105
+600
| +40% | +$21.9K | ﹤0.01% | 1194 |
|
|
2016
Q2 | $58K | Hold |
1,505
| – | – | ﹤0.01% | 1229 |
|
|
2016
Q1 | $28K | Hold |
1,505
| – | – | ﹤0.01% | 1213 |
|
|
2015
Q4 | $16K | Buy |
+1,505
| New | +$16K | ﹤0.01% | 1119 |
|
|
2014
Q4 | – | Sell |
-3,535
| Closed | -$69K | – | 1124 |
|
|
2014
Q3 | $69K | Hold |
3,535
| – | – | ﹤0.01% | 1053 |
|
|
2014
Q2 | $102K | Hold |
3,535
| – | – | ﹤0.01% | 861 |
|
|
2014
Q1 | $84K | Hold |
3,535
| – | – | ﹤0.01% | 850 |
|
|
2013
Q4 | $69K | Hold |
3,535
| – | – | ﹤0.01% | 644 |
|
|
2013
Q3 | $85K | Buy |
+3,535
| New | +$85K | ﹤0.01% | 624 |
|