J.P. Morgan Private Wealth Advisors’s National Instruments Corp NATI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,178
| Closed | -$533K | – | 1963 |
|
2023
Q1 | $533K | Sell |
10,178
-1,611
| -14% | -$84.4K | ﹤0.01% | 1450 |
|
2022
Q4 | $435K | Sell |
11,789
-662
| -5% | -$24.4K | ﹤0.01% | 1522 |
|
2022
Q3 | $470K | Sell |
12,451
-645
| -5% | -$24.3K | ﹤0.01% | 1486 |
|
2022
Q2 | $409K | Sell |
13,096
-491
| -4% | -$15.3K | ﹤0.01% | 1525 |
|
2022
Q1 | $552K | Buy |
13,587
+26
| +0.2% | +$1.06K | ﹤0.01% | 1494 |
|
2021
Q4 | $592K | Sell |
13,561
-2,160
| -14% | -$94.3K | ﹤0.01% | 1483 |
|
2021
Q3 | $617K | Buy |
15,721
+299
| +2% | +$11.7K | ﹤0.01% | 1420 |
|
2021
Q2 | $652K | Sell |
15,422
-2,398
| -13% | -$101K | ﹤0.01% | 1385 |
|
2021
Q1 | $770K | Buy |
17,820
+1,531
| +9% | +$66.2K | ﹤0.01% | 1151 |
|
2020
Q4 | $716K | Buy |
16,289
+1,291
| +9% | +$56.7K | ﹤0.01% | 1139 |
|
2020
Q3 | $535K | Buy |
14,998
+5,816
| +63% | +$207K | ﹤0.01% | 1121 |
|
2020
Q2 | $355K | Buy |
+9,182
| New | +$355K | ﹤0.01% | 1241 |
|
2020
Q1 | – | Sell |
-5,189
| Closed | -$220K | – | 1559 |
|
2019
Q4 | $220K | Buy |
5,189
+4
| +0.1% | +$170 | ﹤0.01% | 1359 |
|
2019
Q3 | $218K | Buy |
+5,185
| New | +$218K | ﹤0.01% | 1314 |
|