J.P. Morgan Private Wealth Advisors’s PotlatchDeltic PCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.5M | Buy |
252,310
+7,165
| +3% | +$325K | 0.03% | 352 |
|
|
2023
Q2 | $13M | Buy |
245,145
+108,041
| +79% | +$5.71M | 0.07% | 200 |
|
|
2023
Q1 | $6.79M | Buy |
137,104
+121,392
| +773% | +$6.01M | 0.01% | 522 |
|
|
2022
Q4 | $691K | Sell |
15,712
-64
| -0.4% | -$2.82K | ﹤0.01% | 1326 |
|
|
2022
Q3 | $647K | Sell |
15,776
-4,733
| -23% | -$194K | ﹤0.01% | 1349 |
|
|
2022
Q2 | $906K | Sell |
20,509
-154
| -0.7% | -$6.8K | ﹤0.01% | 1189 |
|
|
2022
Q1 | $1.09M | Buy |
20,663
+11
| +0.1% | +$580 | ﹤0.01% | 1184 |
|
|
2021
Q4 | $1.24M | Buy |
20,652
+4,805
| +30% | +$289K | ﹤0.01% | 1130 |
|
|
2021
Q3 | $817K | Buy |
+15,847
| New | +$817K | ﹤0.01% | 1299 |
|