J.P. Morgan Private Wealth Advisors’s Sunnova Energy NOVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,202
| Closed | -$242K | – | 1762 |
|
|
2023
Q2 | $242K | Buy |
13,202
+150
| +1% | +$2.75K | ﹤0.01% | 1324 |
|
|
2023
Q1 | $204K | Hold |
13,052
| – | – | ﹤0.01% | 1824 |
|
|
2022
Q4 | $235K | Hold |
13,052
| – | – | ﹤0.01% | 1752 |
|
|
2022
Q3 | $288K | Hold |
13,052
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q2 | $241K | Buy |
13,052
+1,094
| +9% | +$20.2K | ﹤0.01% | 1757 |
|
|
2022
Q1 | $276K | Sell |
11,958
-178
| -1% | -$4.11K | ﹤0.01% | 1784 |
|
|
2021
Q4 | $339K | Buy |
12,136
+4,351
| +56% | +$122K | ﹤0.01% | 1700 |
|
|
2021
Q3 | $256K | Buy |
7,785
+402
| +5% | +$13.2K | ﹤0.01% | 1760 |
|
|
2021
Q2 | $278K | Buy |
+7,383
| New | +$278K | ﹤0.01% | 1697 |
|