J.P. Morgan Private Wealth Advisors’s Stitch Fix SFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-56,553
| Closed | -$2.26M | – | 2037 |
|
|
2021
Q3 | $2.26M | Buy |
56,553
+1,581
| +3% | +$63.2K | 0.01% | 846 |
|
|
2021
Q2 | $3.32M | Buy |
54,972
+45,994
| +512% | +$2.77M | 0.01% | 700 |
|
|
2021
Q1 | $445K | Buy |
+8,978
| New | +$445K | ﹤0.01% | 1361 |
|
|
2019
Q2 | – | Sell |
-14,626
| Closed | -$413K | – | 1451 |
|
|
2019
Q1 | $413K | Buy |
14,626
+318
| +2% | +$8.98K | ﹤0.01% | 1093 |
|
|
2018
Q4 | $245K | Buy |
14,308
+157
| +1% | +$2.69K | ﹤0.01% | 1257 |
|
|
2018
Q3 | $619K | Buy |
+14,151
| New | +$619K | ﹤0.01% | 998 |
|