J.P. Morgan Private Wealth Advisors’s Resources Connection RGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,847
| Closed | -$339K | – | 1829 |
|
|
2023
Q1 | $339K | Sell |
19,847
-91
| -0.5% | -$1.55K | ﹤0.01% | 1627 |
|
|
2022
Q4 | $366K | Buy |
19,938
+34
| +0.2% | +$625 | ﹤0.01% | 1583 |
|
|
2022
Q3 | $360K | Sell |
19,904
-50
| -0.3% | -$904 | ﹤0.01% | 1580 |
|
|
2022
Q2 | $406K | Sell |
19,954
-1,072
| -5% | -$21.8K | ﹤0.01% | 1528 |
|
|
2022
Q1 | $360K | Sell |
21,026
-748
| -3% | -$12.8K | ﹤0.01% | 1676 |
|
|
2021
Q4 | $388K | Sell |
21,774
-2,913
| -12% | -$51.9K | ﹤0.01% | 1643 |
|
|
2021
Q3 | $390K | Sell |
24,687
-223
| -0.9% | -$3.52K | ﹤0.01% | 1602 |
|
|
2021
Q2 | $358K | Sell |
24,910
-1,738
| -7% | -$25K | ﹤0.01% | 1620 |
|
|
2021
Q1 | $361K | Sell |
26,648
-1,838
| -6% | -$24.9K | ﹤0.01% | 1455 |
|
|
2020
Q4 | $358K | Buy |
28,486
+297
| +1% | +$3.73K | ﹤0.01% | 1426 |
|
|
2020
Q3 | $326K | Sell |
28,189
-3,160
| -10% | -$36.5K | ﹤0.01% | 1329 |
|
|
2020
Q2 | $375K | Buy |
+31,349
| New | +$375K | ﹤0.01% | 1222 |
|