J.P. Morgan Private Wealth Advisors’s Signify Health, Inc. SGFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,030
| Closed | -$402K | – | 2021 |
|
|
2022
Q4 | $402K | Sell |
14,030
-8,840
| -39% | -$253K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $667K | Buy |
22,870
+6,742
| +42% | +$197K | ﹤0.01% | 1334 |
|
|
2022
Q2 | $223K | Buy |
+16,128
| New | +$223K | ﹤0.01% | 1781 |
|
|
2021
Q4 | – | Sell |
-16,122
| Closed | -$288K | – | 2055 |
|
|
2021
Q3 | $288K | Sell |
16,122
-11,555
| -42% | -$206K | ﹤0.01% | 1713 |
|
|
2021
Q2 | $842K | Buy |
+27,677
| New | +$842K | ﹤0.01% | 1273 |
|