JPMPWA
PBCT
J.P. Morgan Private Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-419,671
| Closed | -$8.39M | – | 2070 |
|
|
2022
Q1 | $8.39M | Sell |
419,671
-1,536,153
| -79% | -$30.7M | 0.02% | 487 |
|
|
2021
Q4 | $34.9M | Buy |
1,955,824
+82,840
| +4% | +$1.48M | 0.08% | 240 |
|
|
2021
Q3 | $32.7M | Buy |
1,872,984
+22,590
| +1% | +$395K | 0.08% | 239 |
|
|
2021
Q2 | $31.7M | Sell |
1,850,394
-125,589
| -6% | -$2.15M | 0.08% | 235 |
|
|
2021
Q1 | $35.4M | Buy |
1,975,983
+1,812,672
| +1,110% | +$32.4M | 0.11% | 187 |
|
|
2020
Q4 | $2.11M | Buy |
163,311
+110,007
| +206% | +$1.42M | 0.01% | 713 |
|
|
2020
Q3 | $550K | Sell |
53,304
-75,619
| -59% | -$780K | ﹤0.01% | 1112 |
|
|
2020
Q2 | $1.49M | Buy |
128,923
+25,488
| +25% | +$295K | 0.01% | 671 |
|
|
2020
Q1 | $1.14M | Buy |
103,435
+68,301
| +194% | +$755K | 0.01% | 669 |
|
|
2019
Q4 | $594K | Buy |
35,134
+8,974
| +34% | +$152K | ﹤0.01% | 982 |
|
|
2019
Q3 | $409K | Buy |
26,160
+8,199
| +46% | +$128K | ﹤0.01% | 1064 |
|
|
2019
Q2 | $301K | Sell |
17,961
-2,934
| -14% | -$49.2K | ﹤0.01% | 1149 |
|
|
2019
Q1 | $344K | Sell |
20,895
-36,361
| -64% | -$599K | ﹤0.01% | 1152 |
|
|
2018
Q4 | $826K | Sell |
57,256
-3,002
| -5% | -$43.3K | 0.01% | 817 |
|
|
2018
Q3 | $1.03M | Sell |
60,258
-1,284
| -2% | -$22K | 0.01% | 819 |
|
|
2018
Q2 | $1.11M | Buy |
61,542
+23,230
| +61% | +$420K | 0.01% | 736 |
|
|
2018
Q1 | $714K | Buy |
38,312
+129
| +0.3% | +$2.4K | ﹤0.01% | 748 |
|
|
2017
Q4 | $715K | Sell |
38,183
-447
| -1% | -$8.37K | ﹤0.01% | 754 |
|
|
2017
Q3 | $701K | Sell |
38,630
-207
| -0.5% | -$3.76K | 0.01% | 730 |
|
|
2017
Q2 | $685K | Buy |
38,837
+1,135
| +3% | +$20K | 0.01% | 721 |
|
|
2017
Q1 | $686K | Buy |
37,702
+656
| +2% | +$11.9K | 0.01% | 750 |
|
|
2016
Q4 | $718K | Sell |
37,046
-1,353
| -4% | -$26.2K | 0.01% | 695 |
|
|
2016
Q3 | $608K | Sell |
38,399
-33,961
| -47% | -$538K | 0.01% | 724 |
|
|
2016
Q2 | $1.06M | Buy |
+72,360
| New | +$1.06M | 0.01% | 582 |
|
|
2016
Q1 | – | Sell |
-70,225
| Closed | -$1.13M | – | 1315 |
|
|
2015
Q4 | $1.13M | Buy |
+70,225
| New | +$1.13M | 0.01% | 491 |
|
|
2015
Q3 | – | Sell |
-71,535
| Closed | -$1.16M | – | 1165 |
|
|
2015
Q2 | $1.16M | Buy |
71,535
+34,490
| +93% | +$559K | 0.01% | 477 |
|
|
2015
Q1 | $563K | Buy |
37,045
+70
| +0.2% | +$1.06K | 0.01% | 688 |
|
|
2014
Q4 | $561K | Buy |
36,975
+776
| +2% | +$11.8K | 0.01% | 669 |
|
|
2014
Q3 | $524K | Buy |
36,199
+211
| +0.6% | +$3.05K | 0.01% | 678 |
|
|
2014
Q2 | $546K | Sell |
35,988
-4,110
| -10% | -$62.4K | 0.01% | 538 |
|
|
2014
Q1 | $596K | Buy |
40,098
+4,226
| +12% | +$62.8K | 0.01% | 518 |
|
|
2013
Q4 | $542K | Buy |
+35,872
| New | +$542K | 0.01% | 439 |
|