J.P. Morgan Private Wealth Advisors’s QuidelOrtho QDEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,281
| Closed | -$355K | – | 1772 |
|
|
2023
Q2 | $355K | Sell |
4,281
-3,510
| -45% | -$291K | ﹤0.01% | 1171 |
|
|
2023
Q1 | $694K | Sell |
7,791
-2,174
| -22% | -$194K | ﹤0.01% | 1338 |
|
|
2022
Q4 | $854K | Buy |
9,965
+365
| +4% | +$31.3K | ﹤0.01% | 1223 |
|
|
2022
Q3 | $686K | Sell |
9,600
-652
| -6% | -$46.6K | ﹤0.01% | 1324 |
|
|
2022
Q2 | $996K | Sell |
10,252
-2,130
| -17% | -$207K | ﹤0.01% | 1151 |
|
|
2022
Q1 | $1.39M | Sell |
12,382
-1,206
| -9% | -$136K | ﹤0.01% | 1058 |
|
|
2021
Q4 | $1.83M | Buy |
13,588
+653
| +5% | +$88.1K | ﹤0.01% | 944 |
|
|
2021
Q3 | $1.83M | Sell |
12,935
-226
| -2% | -$31.9K | ﹤0.01% | 935 |
|
|
2021
Q2 | $1.69M | Buy |
13,161
+8,967
| +214% | +$1.15M | ﹤0.01% | 950 |
|
|
2021
Q1 | $537K | Sell |
4,194
-4,106
| -49% | -$526K | ﹤0.01% | 1284 |
|
|
2020
Q4 | $1.49M | Buy |
8,300
+3,138
| +61% | +$564K | ﹤0.01% | 853 |
|
|
2020
Q3 | $1.13M | Buy |
5,162
+2,372
| +85% | +$520K | ﹤0.01% | 840 |
|
|
2020
Q2 | $624K | Buy |
2,790
+651
| +30% | +$146K | ﹤0.01% | 989 |
|
|
2020
Q1 | $209K | Buy |
+2,139
| New | +$209K | ﹤0.01% | 1283 |
|
|
2017
Q3 | – | Sell |
-22,158
| Closed | -$601K | – | 1274 |
|
|
2017
Q2 | $601K | Buy |
+22,158
| New | +$601K | ﹤0.01% | 777 |
|