J.P. Morgan Private Wealth Advisors’s PagerDuty PD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,063
| Closed | -$527K | – | 1790 |
|
|
2023
Q1 | $527K | Buy |
+15,063
| New | +$527K | ﹤0.01% | 1459 |
|
|
2022
Q2 | – | Sell |
-8,292
| Closed | -$284K | – | 2000 |
|
|
2022
Q1 | $284K | Buy |
8,292
+1,781
| +27% | +$61K | ﹤0.01% | 1773 |
|
|
2021
Q4 | $226K | Sell |
6,511
-1,006
| -13% | -$34.9K | ﹤0.01% | 1862 |
|
|
2021
Q3 | $311K | Sell |
7,517
-1,139
| -13% | -$47.1K | ﹤0.01% | 1678 |
|
|
2021
Q2 | $369K | Buy |
8,656
+3,394
| +65% | +$145K | ﹤0.01% | 1605 |
|
|
2021
Q1 | $212K | Sell |
5,262
-1,410
| -21% | -$56.8K | ﹤0.01% | 1666 |
|
|
2020
Q4 | $278K | Sell |
6,672
-8,596
| -56% | -$358K | ﹤0.01% | 1533 |
|
|
2020
Q3 | $414K | Buy |
+15,268
| New | +$414K | ﹤0.01% | 1231 |
|