J.P. Morgan Private Wealth Advisors’s Niagen Bioscience, Inc. Common Stock NAGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-268,221
| Closed | -$1M | – | 2091 |
|
|
2021
Q4 | $1M | Hold |
268,221
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q3 | $1.68M | Hold |
268,221
| – | – | ﹤0.01% | 966 |
|
|
2021
Q2 | $2.65M | Buy |
+268,221
| New | +$2.65M | 0.01% | 773 |
|
|
2021
Q1 | – | Sell |
-268,221
| Closed | -$1.29M | – | 1807 |
|
|
2020
Q4 | $1.29M | Hold |
268,221
| – | – | ﹤0.01% | 909 |
|
|
2020
Q3 | $1.08M | Sell |
268,221
-10,000
| -4% | -$40.1K | ﹤0.01% | 861 |
|
|
2020
Q2 | $1.28M | Hold |
278,221
| – | – | 0.01% | 725 |
|
|
2020
Q1 | $907K | Hold |
278,221
| – | – | 0.01% | 740 |
|
|
2019
Q4 | $1.2M | Hold |
278,221
| – | – | 0.01% | 737 |
|
|
2019
Q3 | $1.1M | Buy |
278,221
+10,000
| +4% | +$39.4K | 0.01% | 723 |
|
|
2019
Q2 | $1.25M | Hold |
268,221
| – | – | 0.01% | 694 |
|
|
2019
Q1 | $1.12M | Hold |
268,221
| – | – | 0.01% | 755 |
|
|
2018
Q4 | $920K | Hold |
268,221
| – | – | 0.01% | 771 |
|
|
2018
Q3 | $1.15M | Hold |
268,221
| – | – | 0.01% | 783 |
|
|
2018
Q2 | $995K | Buy |
+268,221
| New | +$995K | 0.01% | 780 |
|