J.P. Morgan Private Wealth Advisors’s Ready Capital RC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $124K | Sell |
12,297
-785
| -6% | -$7.94K | ﹤0.01% | 1677 |
|
|
2023
Q2 | $148K | Buy |
13,082
+1,274
| +11% | +$14.4K | ﹤0.01% | 1421 |
|
|
2023
Q1 | $120K | Sell |
11,808
-515
| -4% | -$5.24K | ﹤0.01% | 1890 |
|
|
2022
Q4 | $137K | Buy |
12,323
+480
| +4% | +$5.35K | ﹤0.01% | 1865 |
|
|
2022
Q3 | $120K | Hold |
11,843
| – | – | ﹤0.01% | 1867 |
|
|
2022
Q2 | $141K | Buy |
+11,843
| New | +$141K | ﹤0.01% | 1860 |
|
|
2020
Q4 | – | Sell |
-14,829
| Closed | -$166K | – | 1730 |
|
|
2020
Q3 | $166K | Buy |
14,829
+1,570
| +12% | +$17.6K | ﹤0.01% | 1535 |
|
|
2020
Q2 | $115K | Buy |
13,259
+808
| +6% | +$7.01K | ﹤0.01% | 1505 |
|
|
2020
Q1 | $90K | Hold |
12,451
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q4 | $192K | Hold |
12,451
| – | – | ﹤0.01% | 1407 |
|
|
2019
Q3 | $198K | Hold |
12,451
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q2 | $186K | Sell |
12,451
-4,038
| -24% | -$60.3K | ﹤0.01% | 1305 |
|
|
2019
Q1 | $242K | Buy |
+16,489
| New | +$242K | ﹤0.01% | 1305 |
|