J.P. Morgan Private Wealth Advisors’s PGT, Inc. PGTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $255K | Sell |
9,195
-237
| -3% | -$6.58K | ﹤0.01% | 1547 |
|
|
2023
Q2 | $275K | Sell |
9,432
-1,703
| -15% | -$49.6K | ﹤0.01% | 1271 |
|
|
2023
Q1 | $280K | Hold |
11,135
| – | – | ﹤0.01% | 1707 |
|
|
2022
Q4 | $200K | Buy |
11,135
+1,472
| +15% | +$26.4K | ﹤0.01% | 1826 |
|
|
2022
Q3 | $203K | Sell |
9,663
-575
| -6% | -$12.1K | ﹤0.01% | 1808 |
|
|
2022
Q2 | $170K | Sell |
10,238
-417
| -4% | -$6.92K | ﹤0.01% | 1835 |
|
|
2022
Q1 | $192K | Buy |
10,655
+1,034
| +11% | +$18.6K | ﹤0.01% | 1917 |
|
|
2021
Q4 | $216K | Buy |
+9,621
| New | +$216K | ﹤0.01% | 1881 |
|
|
2021
Q3 | – | Sell |
-9,621
| Closed | -$223K | – | 1994 |
|
|
2021
Q2 | $223K | Buy |
9,621
+340
| +4% | +$7.88K | ﹤0.01% | 1801 |
|
|
2021
Q1 | $234K | Sell |
9,281
-844
| -8% | -$21.3K | ﹤0.01% | 1627 |
|
|
2020
Q4 | $206K | Sell |
10,125
-5,467
| -35% | -$111K | ﹤0.01% | 1638 |
|
|
2020
Q3 | $273K | Sell |
15,592
-912
| -6% | -$16K | ﹤0.01% | 1400 |
|
|
2020
Q2 | $259K | Buy |
16,504
+381
| +2% | +$5.98K | ﹤0.01% | 1366 |
|
|
2020
Q1 | $135K | Sell |
16,123
-700
| -4% | -$5.86K | ﹤0.01% | 1341 |
|
|
2019
Q4 | $251K | Sell |
16,823
-13,405
| -44% | -$200K | ﹤0.01% | 1314 |
|
|
2019
Q3 | $522K | Sell |
30,228
-209,174
| -87% | -$3.61M | ﹤0.01% | 987 |
|
|
2019
Q2 | $4M | Buy |
239,402
+9,359
| +4% | +$156K | 0.02% | 438 |
|
|
2019
Q1 | $3.19M | Buy |
+230,043
| New | +$3.19M | 0.02% | 513 |
|