J.P. Morgan Private Wealth Advisors’s PROS Holdings PRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $666K | Sell |
19,248
-3,207
| -14% | -$111K | ﹤0.01% | 1123 |
|
|
2023
Q2 | $692K | Sell |
22,455
-11,225
| -33% | -$346K | ﹤0.01% | 897 |
|
|
2023
Q1 | $923K | Sell |
33,680
-1,585
| -4% | -$43.4K | ﹤0.01% | 1197 |
|
|
2022
Q4 | $856K | Buy |
35,265
+1,297
| +4% | +$31.5K | ﹤0.01% | 1221 |
|
|
2022
Q3 | $839K | Sell |
33,968
-1,101
| -3% | -$27.2K | ﹤0.01% | 1226 |
|
|
2022
Q2 | $920K | Buy |
35,069
+1,202
| +4% | +$31.5K | ﹤0.01% | 1179 |
|
|
2022
Q1 | $1.13M | Buy |
33,867
+1,506
| +5% | +$50.2K | ﹤0.01% | 1164 |
|
|
2021
Q4 | $1.12M | Sell |
32,361
-4,935
| -13% | -$170K | ﹤0.01% | 1188 |
|
|
2021
Q3 | $1.32M | Buy |
37,296
+1,634
| +5% | +$58K | ﹤0.01% | 1080 |
|
|
2021
Q2 | $1.63M | Buy |
35,662
+26,316
| +282% | +$1.2M | ﹤0.01% | 972 |
|
|
2021
Q1 | $397K | Sell |
9,346
-5,748
| -38% | -$244K | ﹤0.01% | 1416 |
|
|
2020
Q4 | $766K | Buy |
+15,094
| New | +$766K | ﹤0.01% | 1106 |
|