J.P. Morgan Private Wealth Advisors’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $157K | Sell |
25,902
-5,201
| -17% | -$31.5K | ﹤0.01% | 1654 |
|
|
2023
Q2 | $201K | Sell |
31,103
-2,098
| -6% | -$13.6K | ﹤0.01% | 1394 |
|
|
2023
Q1 | $271K | Buy |
33,201
+2,048
| +7% | +$16.7K | ﹤0.01% | 1723 |
|
|
2022
Q4 | $195K | Sell |
31,153
-776
| -2% | -$4.85K | ﹤0.01% | 1832 |
|
|
2022
Q3 | $252K | Sell |
31,929
-2,536
| -7% | -$20K | ﹤0.01% | 1726 |
|
|
2022
Q2 | $340K | Sell |
34,465
-3,615
| -9% | -$35.7K | ﹤0.01% | 1601 |
|
|
2022
Q1 | $505K | Sell |
38,080
-34,674
| -48% | -$460K | ﹤0.01% | 1531 |
|
|
2021
Q4 | $1.51M | Buy |
+72,754
| New | +$1.51M | ﹤0.01% | 1038 |
|