J.P. Morgan Private Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-13,161
| Closed | -$240K | – | 1526 |
|
2019
Q4 | $240K | Buy |
+13,161
| New | +$240K | ﹤0.01% | 1330 |
|
2019
Q3 | – | Sell |
-34,224
| Closed | -$457K | – | 1472 |
|
2019
Q2 | $457K | Sell |
34,224
-3,039
| -8% | -$40.6K | ﹤0.01% | 1028 |
|
2019
Q1 | $686K | Buy |
37,263
+7,995
| +27% | +$147K | ﹤0.01% | 907 |
|
2018
Q4 | $499K | Sell |
29,268
-3,949
| -12% | -$67.3K | ﹤0.01% | 965 |
|
2018
Q3 | $611K | Sell |
33,217
-435
| -1% | -$8K | ﹤0.01% | 1003 |
|
2018
Q2 | $539K | Buy |
+33,652
| New | +$539K | ﹤0.01% | 985 |
|
2018
Q1 | – | Sell |
-18,924
| Closed | -$355K | – | 1360 |
|
2017
Q4 | $355K | Sell |
18,924
-4,980
| -21% | -$93.4K | ﹤0.01% | 988 |
|
2017
Q3 | $468K | Buy |
23,904
+228
| +1% | +$4.46K | ﹤0.01% | 874 |
|
2017
Q2 | $479K | Buy |
23,676
+1,855
| +9% | +$37.5K | ﹤0.01% | 850 |
|
2017
Q1 | $446K | Buy |
21,821
+8,751
| +67% | +$179K | ﹤0.01% | 902 |
|
2016
Q4 | $346K | Buy |
13,070
+1,939
| +17% | +$51.3K | ﹤0.01% | 939 |
|
2016
Q3 | $286K | Buy |
+11,131
| New | +$286K | ﹤0.01% | 1009 |
|