J.P. Morgan Private Wealth Advisors’s Construction Partners ROAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $771K | Sell |
21,102
-1,414
| -6% | -$51.7K | ﹤0.01% | 1074 |
|
|
2023
Q2 | $707K | Sell |
22,516
-10,562
| -32% | -$332K | ﹤0.01% | 887 |
|
|
2023
Q1 | $891K | Buy |
33,078
+928
| +3% | +$25K | ﹤0.01% | 1211 |
|
|
2022
Q4 | $858K | Sell |
32,150
-5,558
| -15% | -$148K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $989K | Sell |
37,708
-3,090
| -8% | -$81K | ﹤0.01% | 1141 |
|
|
2022
Q2 | $854K | Buy |
40,798
+17,052
| +72% | +$357K | ﹤0.01% | 1219 |
|
|
2022
Q1 | $622K | Buy |
23,746
+107
| +0.5% | +$2.8K | ﹤0.01% | 1438 |
|
|
2021
Q4 | $695K | Buy |
23,639
+1,364
| +6% | +$40.1K | ﹤0.01% | 1410 |
|
|
2021
Q3 | $743K | Buy |
22,275
+1,676
| +8% | +$55.9K | ﹤0.01% | 1346 |
|
|
2021
Q2 | $647K | Buy |
20,599
+5,876
| +40% | +$185K | ﹤0.01% | 1387 |
|
|
2021
Q1 | $440K | Sell |
14,723
-465
| -3% | -$13.9K | ﹤0.01% | 1367 |
|
|
2020
Q4 | $442K | Buy |
15,188
+635
| +4% | +$18.5K | ﹤0.01% | 1334 |
|
|
2020
Q3 | $265K | Buy |
+14,553
| New | +$265K | ﹤0.01% | 1411 |
|