J.P. Morgan Private Wealth Advisors’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12M | Buy |
45,564
+317
| +0.7% | +$83.8K | 0.03% | 343 |
|
|
2023
Q2 | $14.9M | Sell |
45,247
-1,435
| -3% | -$473K | 0.08% | 185 |
|
|
2023
Q1 | $11.4M | Buy |
46,682
+9,343
| +25% | +$2.28M | 0.02% | 403 |
|
|
2022
Q4 | $9.98M | Buy |
37,339
+1,380
| +4% | +$369K | 0.02% | 420 |
|
|
2022
Q3 | $8.85M | Buy |
35,959
+16,984
| +90% | +$4.18M | 0.02% | 418 |
|
|
2022
Q2 | $4.03M | Buy |
18,975
+3,158
| +20% | +$670K | 0.01% | 634 |
|
|
2022
Q1 | $5.16M | Sell |
15,817
-48,715
| -75% | -$15.9M | 0.01% | 603 |
|
|
2021
Q4 | $34.6M | Buy |
64,532
+2,935
| +5% | +$1.57M | 0.07% | 243 |
|
|
2021
Q3 | $41.1M | Buy |
61,597
+338
| +0.6% | +$225K | 0.1% | 201 |
|
|
2021
Q2 | $41.6M | Buy |
61,259
+7,217
| +13% | +$4.9M | 0.11% | 197 |
|
|
2021
Q1 | $32.2M | Sell |
54,042
-4,801
| -8% | -$2.86M | 0.1% | 196 |
|
|
2020
Q4 | $26.3M | Buy |
58,843
+4,785
| +9% | +$2.14M | 0.09% | 211 |
|
|
2020
Q3 | $20.7M | Buy |
54,058
+45,106
| +504% | +$17.3M | 0.08% | 213 |
|
|
2020
Q2 | $2.23M | Buy |
8,952
+5,531
| +162% | +$1.38M | 0.01% | 552 |
|
|
2020
Q1 | $344K | Buy |
3,421
+1,760
| +106% | +$177K | ﹤0.01% | 1082 |
|
|
2019
Q4 | $355K | Sell |
1,661
-675
| -29% | -$144K | ﹤0.01% | 1168 |
|
|
2019
Q3 | $399K | Hold |
2,336
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q2 | $270K | Hold |
2,336
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q1 | $240K | Hold |
2,336
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q4 | $280K | Hold |
2,336
| – | – | ﹤0.01% | 1203 |
|
|
2018
Q3 | $306K | Sell |
2,336
-200
| -8% | -$26.2K | ﹤0.01% | 1284 |
|
|
2018
Q2 | $354K | Hold |
2,536
| – | – | ﹤0.01% | 1143 |
|
|
2018
Q1 | $242K | Buy |
2,536
+219
| +9% | +$20.9K | ﹤0.01% | 1125 |
|
|
2017
Q4 | $200K | Buy |
+2,317
| New | +$200K | ﹤0.01% | 1194 |
|
|
2017
Q3 | – | Sell |
-65,523
| Closed | -$4.23M | – | 1275 |
|
|
2017
Q2 | $4.23M | Buy |
+65,523
| New | +$4.23M | 0.03% | 329 |
|