J.P. Morgan Private Wealth Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.7M | Buy |
77,541
+17,921
| +30% | +$393K | ﹤0.01% | 799 |
|
|
2023
Q2 | $1.69M | Sell |
59,620
-10,605
| -15% | -$300K | 0.01% | 620 |
|
|
2023
Q1 | $1.92M | Buy |
70,225
+5,950
| +9% | +$163K | ﹤0.01% | 894 |
|
|
2022
Q4 | $1.77M | Sell |
64,275
-2,165
| -3% | -$59.5K | ﹤0.01% | 897 |
|
|
2022
Q3 | $1.32M | Buy |
66,440
+16,682
| +34% | +$332K | ﹤0.01% | 1007 |
|
|
2022
Q2 | $1.25M | Buy |
49,758
+8,504
| +21% | +$213K | ﹤0.01% | 1024 |
|
|
2022
Q1 | $1.22M | Buy |
41,254
+17,532
| +74% | +$518K | ﹤0.01% | 1122 |
|
|
2021
Q4 | $817K | Buy |
23,722
+1,911
| +9% | +$65.8K | ﹤0.01% | 1340 |
|
|
2021
Q3 | $855K | Buy |
21,811
+1,637
| +8% | +$64.2K | ﹤0.01% | 1288 |
|
|
2021
Q2 | $746K | Buy |
20,174
+3,239
| +19% | +$120K | ﹤0.01% | 1331 |
|
|
2021
Q1 | $701K | Sell |
16,935
-3,769
| -18% | -$156K | ﹤0.01% | 1194 |
|
|
2020
Q4 | $742K | Sell |
20,704
-1,366
| -6% | -$49K | ﹤0.01% | 1123 |
|
|
2020
Q3 | $612K | Sell |
22,070
-876
| -4% | -$24.3K | ﹤0.01% | 1074 |
|
|
2020
Q2 | $676K | Sell |
22,946
-2,720
| -11% | -$80.1K | ﹤0.01% | 957 |
|
|
2020
Q1 | $617K | Sell |
25,666
-2,024
| -7% | -$48.7K | ﹤0.01% | 857 |
|
|
2019
Q4 | $1.02M | Buy |
27,690
+438
| +2% | +$16.2K | ﹤0.01% | 786 |
|
|
2019
Q3 | $962K | Sell |
27,252
-3,013
| -10% | -$106K | 0.01% | 771 |
|
|
2019
Q2 | $1.29M | Sell |
30,265
-17,416
| -37% | -$740K | 0.01% | 686 |
|
|
2019
Q1 | $1.86M | Buy |
47,681
+6,761
| +17% | +$264K | 0.01% | 631 |
|
|
2018
Q4 | $1.4M | Buy |
40,920
+5,093
| +14% | +$175K | 0.01% | 652 |
|
|
2018
Q3 | $1.6M | Buy |
35,827
+11,793
| +49% | +$525K | 0.01% | 677 |
|
|
2018
Q2 | $1.07M | Buy |
24,034
+15,060
| +168% | +$667K | 0.01% | 752 |
|
|
2018
Q1 | $445K | Buy |
8,974
+1,971
| +28% | +$97.7K | ﹤0.01% | 904 |
|
|
2017
Q4 | $345K | Sell |
7,003
-473
| -6% | -$23.3K | ﹤0.01% | 999 |
|
|
2017
Q3 | $348K | Buy |
7,476
+1,819
| +32% | +$84.7K | ﹤0.01% | 974 |
|
|
2017
Q2 | $252K | Sell |
5,657
-6,588
| -54% | -$293K | ﹤0.01% | 1076 |
|
|
2017
Q1 | $503K | Buy |
12,245
+6,394
| +109% | +$263K | ﹤0.01% | 851 |
|
|
2016
Q4 | $226K | Buy |
+5,851
| New | +$226K | ﹤0.01% | 1119 |
|