J.P. Morgan Private Wealth Advisors’s OR Royalties Inc. OR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $126K | Sell |
10,710
-500
| -4% | -$5.9K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $173K | Buy |
11,210
+500
| +5% | +$7.69K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $169K | Hold |
10,710
| – | – | ﹤0.01% | 1859 |
|
|
2022
Q4 | $129K | Hold |
10,710
| – | – | ﹤0.01% | 1872 |
|
|
2022
Q3 | $110K | Hold |
10,710
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q2 | $108K | Buy |
+10,710
| New | +$108K | ﹤0.01% | 1873 |
|