J.P. Morgan Private Wealth Advisors’s Select Medical SEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.83M | Sell |
134,059
-2,975
| -2% | -$40.5K | 0.01% | 770 |
|
|
2023
Q2 | $2.35M | Sell |
137,034
-10,479
| -7% | -$180K | 0.01% | 513 |
|
|
2023
Q1 | $2.05M | Buy |
147,513
+1,902
| +1% | +$26.5K | ﹤0.01% | 868 |
|
|
2022
Q4 | $1.95M | Buy |
145,611
+6,678
| +5% | +$89.3K | ﹤0.01% | 864 |
|
|
2022
Q3 | $1.65M | Buy |
138,933
+15,000
| +12% | +$179K | ﹤0.01% | 911 |
|
|
2022
Q2 | $1.58M | Buy |
123,933
+13,416
| +12% | +$171K | ﹤0.01% | 924 |
|
|
2022
Q1 | $1.43M | Buy |
110,517
+26,050
| +31% | +$337K | ﹤0.01% | 1048 |
|
|
2021
Q4 | $1.34M | Buy |
84,467
+8,683
| +11% | +$138K | ﹤0.01% | 1096 |
|
|
2021
Q3 | $1.48M | Buy |
75,784
+21,528
| +40% | +$420K | ﹤0.01% | 1032 |
|
|
2021
Q2 | $1.24M | Buy |
54,256
+321
| +0.6% | +$7.31K | ﹤0.01% | 1097 |
|
|
2021
Q1 | $991K | Buy |
53,935
+44
| +0.1% | +$808 | ﹤0.01% | 1043 |
|
|
2020
Q4 | $803K | Buy |
53,891
+195
| +0.4% | +$2.91K | ﹤0.01% | 1092 |
|
|
2020
Q3 | $602K | Sell |
53,696
-724
| -1% | -$8.12K | ﹤0.01% | 1085 |
|
|
2020
Q2 | $432K | Buy |
54,420
+28
| +0.1% | +$222 | ﹤0.01% | 1167 |
|
|
2020
Q1 | $440K | Buy |
54,392
+408
| +0.8% | +$3.3K | ﹤0.01% | 978 |
|
|
2019
Q4 | $679K | Buy |
53,984
+353
| +0.7% | +$4.44K | ﹤0.01% | 936 |
|
|
2019
Q3 | $479K | Hold |
53,631
| – | – | ﹤0.01% | 1023 |
|
|
2019
Q2 | $459K | Hold |
53,631
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q1 | $407K | Hold |
53,631
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q4 | $444K | Hold |
53,631
| – | – | ﹤0.01% | 1012 |
|
|
2018
Q3 | $532K | Buy |
+53,631
| New | +$532K | ﹤0.01% | 1049 |
|