J.P. Morgan Private Wealth Advisors’s Patrick Industries PATK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $223K | Sell |
4,454
-66
| -1% | -$3.3K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $241K | Sell |
4,520
-369
| -8% | -$19.7K | ﹤0.01% | 1325 |
|
|
2023
Q1 | $224K | Buy |
+4,889
| New | +$224K | ﹤0.01% | 1789 |
|
|
2022
Q2 | – | Sell |
-5,010
| Closed | -$201K | – | 1999 |
|
|
2022
Q1 | $201K | Sell |
5,010
-3,357
| -40% | -$135K | ﹤0.01% | 1910 |
|
|
2021
Q4 | $450K | Sell |
8,367
-162
| -2% | -$8.71K | ﹤0.01% | 1592 |
|
|
2021
Q3 | $474K | Sell |
8,529
-44
| -0.5% | -$2.45K | ﹤0.01% | 1520 |
|
|
2021
Q2 | $417K | Buy |
8,573
+1,319
| +18% | +$64.2K | ﹤0.01% | 1546 |
|
|
2021
Q1 | $411K | Sell |
7,254
-399
| -5% | -$22.6K | ﹤0.01% | 1398 |
|
|
2020
Q4 | $349K | Buy |
7,653
+445
| +6% | +$20.3K | ﹤0.01% | 1438 |
|
|
2020
Q3 | $276K | Buy |
7,208
+725
| +11% | +$27.8K | ﹤0.01% | 1395 |
|
|
2020
Q2 | $265K | Buy |
+6,483
| New | +$265K | ﹤0.01% | 1360 |
|