J.P. Morgan Private Wealth Advisors’s Plantronics, Inc. POLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,747
| Closed | -$305K | – | 2059 |
|
|
2022
Q1 | $305K | Buy |
7,747
+61
| +0.8% | +$2.4K | ﹤0.01% | 1743 |
|
|
2021
Q4 | $226K | Sell |
7,686
-153
| -2% | -$4.5K | ﹤0.01% | 1865 |
|
|
2021
Q3 | $202K | Sell |
7,839
-917
| -10% | -$23.6K | ﹤0.01% | 1861 |
|
|
2021
Q2 | $365K | Buy |
8,756
+1,199
| +16% | +$50K | ﹤0.01% | 1611 |
|
|
2021
Q1 | $294K | Buy |
+7,557
| New | +$294K | ﹤0.01% | 1540 |
|