J.P. Morgan Private Wealth Advisors’s Q2 Holdings QTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,696
| Closed | -$207K | – | 1773 |
|
|
2023
Q2 | $207K | Sell |
6,696
-4,187
| -38% | -$129K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $268K | Sell |
10,883
-4,662
| -30% | -$115K | ﹤0.01% | 1727 |
|
|
2022
Q4 | $418K | Sell |
15,545
-2,436
| -14% | -$65.5K | ﹤0.01% | 1543 |
|
|
2022
Q3 | $579K | Sell |
17,981
-52
| -0.3% | -$1.67K | ﹤0.01% | 1394 |
|
|
2022
Q2 | $696K | Buy |
18,033
+6,262
| +53% | +$242K | ﹤0.01% | 1314 |
|
|
2022
Q1 | $726K | Sell |
11,771
-1,364
| -10% | -$84.1K | ﹤0.01% | 1362 |
|
|
2021
Q4 | $1.04M | Buy |
13,135
+678
| +5% | +$53.8K | ﹤0.01% | 1218 |
|
|
2021
Q3 | $998K | Sell |
12,457
-66
| -0.5% | -$5.29K | ﹤0.01% | 1214 |
|
|
2021
Q2 | $1.29M | Buy |
12,523
+7,493
| +149% | +$769K | ﹤0.01% | 1083 |
|
|
2021
Q1 | $504K | Sell |
5,030
-3,384
| -40% | -$339K | ﹤0.01% | 1308 |
|
|
2020
Q4 | $1.07M | Buy |
8,414
+5,313
| +171% | +$672K | ﹤0.01% | 988 |
|
|
2020
Q3 | $283K | Buy |
+3,101
| New | +$283K | ﹤0.01% | 1385 |
|