J.P. Morgan Private Wealth Advisors’s Oil States International OIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-61,048
| Closed | -$509K | – | 1779 |
|
|
2023
Q1 | $509K | Sell |
61,048
-4,763
| -7% | -$39.7K | ﹤0.01% | 1474 |
|
|
2022
Q4 | $491K | Sell |
65,811
-453
| -0.7% | -$3.38K | ﹤0.01% | 1484 |
|
|
2022
Q3 | $258K | Sell |
66,264
-2,586
| -4% | -$10.1K | ﹤0.01% | 1721 |
|
|
2022
Q2 | $373K | Buy |
68,850
+14,313
| +26% | +$77.5K | ﹤0.01% | 1560 |
|
|
2022
Q1 | $379K | Buy |
54,537
+4,956
| +10% | +$34.4K | ﹤0.01% | 1652 |
|
|
2021
Q4 | $246K | Sell |
49,581
-6,946
| -12% | -$34.5K | ﹤0.01% | 1832 |
|
|
2021
Q3 | $361K | Buy |
56,527
+3,280
| +6% | +$20.9K | ﹤0.01% | 1631 |
|
|
2021
Q2 | $418K | Buy |
53,247
+18,319
| +52% | +$144K | ﹤0.01% | 1543 |
|
|
2021
Q1 | $211K | Buy |
34,928
+3,812
| +12% | +$23K | ﹤0.01% | 1668 |
|
|
2020
Q4 | $156K | Hold |
31,116
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q3 | $85K | Buy |
31,116
+685
| +2% | +$1.87K | ﹤0.01% | 1567 |
|
|
2020
Q2 | $145K | Buy |
+30,431
| New | +$145K | ﹤0.01% | 1494 |
|