J.P. Morgan Private Wealth Advisors’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $212K | Buy |
+531
| New | +$212K | ﹤0.01% | 1613 |
|
|
2023
Q2 | – | Sell |
-2,795
| Closed | -$760K | – | 1845 |
|
|
2023
Q1 | $760K | Buy |
2,795
+95
| +4% | +$25.8K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $566K | Sell |
2,700
-1,933
| -42% | -$405K | ﹤0.01% | 1420 |
|
|
2022
Q3 | $880K | Sell |
4,633
-1,278
| -22% | -$243K | ﹤0.01% | 1202 |
|
|
2022
Q2 | $1.11M | Sell |
5,911
-450
| -7% | -$84.6K | ﹤0.01% | 1091 |
|
|
2022
Q1 | $1.55M | Buy |
6,361
+92
| +1% | +$22.4K | ﹤0.01% | 1009 |
|
|
2021
Q4 | $2.11M | Buy |
6,269
+2,595
| +71% | +$875K | ﹤0.01% | 888 |
|
|
2021
Q3 | $875K | Sell |
3,674
-228
| -6% | -$54.3K | ﹤0.01% | 1276 |
|
|
2021
Q2 | $817K | Buy |
3,902
+665
| +21% | +$139K | ﹤0.01% | 1289 |
|
|
2021
Q1 | $746K | Buy |
3,237
+58
| +2% | +$13.4K | ﹤0.01% | 1168 |
|
|
2020
Q4 | $575K | Buy |
3,179
+49
| +2% | +$8.86K | ﹤0.01% | 1239 |
|
|
2020
Q3 | $395K | Sell |
3,130
-413
| -12% | -$52.1K | ﹤0.01% | 1244 |
|
|
2020
Q2 | $394K | Buy |
+3,543
| New | +$394K | ﹤0.01% | 1206 |
|