J.P. Morgan Private Wealth Advisors’s Star Group SGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $182K | Sell |
15,100
-4,900
| -25% | -$58.9K | ﹤0.01% | 1642 |
|
|
2023
Q2 | $273K | Hold |
20,000
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q1 | $259K | Hold |
20,000
| – | – | ﹤0.01% | 1734 |
|
|
2022
Q4 | $241K | Hold |
20,000
| – | – | ﹤0.01% | 1740 |
|
|
2022
Q3 | $163K | Hold |
20,000
| – | – | ﹤0.01% | 1839 |
|
|
2022
Q2 | $183K | Hold |
20,000
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q1 | $222K | Hold |
20,000
| – | – | ﹤0.01% | 1872 |
|
|
2021
Q4 | $215K | Hold |
20,000
| – | – | ﹤0.01% | 1883 |
|
|
2021
Q3 | $204K | Hold |
20,000
| – | – | ﹤0.01% | 1850 |
|
|
2021
Q2 | $224K | Hold |
20,000
| – | – | ﹤0.01% | 1796 |
|
|
2021
Q1 | $212K | Hold |
20,000
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q4 | $188K | Hold |
20,000
| – | – | ﹤0.01% | 1652 |
|
|
2020
Q3 | $195K | Hold |
20,000
| – | – | ﹤0.01% | 1524 |
|
|
2020
Q2 | $175K | Hold |
20,000
| – | – | ﹤0.01% | 1472 |
|
|
2020
Q1 | $154K | Hold |
20,000
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q4 | $189K | Hold |
20,000
| – | – | ﹤0.01% | 1410 |
|
|
2019
Q3 | $189K | Hold |
20,000
| – | – | ﹤0.01% | 1353 |
|
|
2019
Q2 | $200K | Hold |
20,000
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q1 | $192K | Hold |
20,000
| – | – | ﹤0.01% | 1380 |
|
|
2018
Q4 | $187K | Hold |
20,000
| – | – | ﹤0.01% | 1350 |
|
|
2018
Q3 | $195K | Buy |
+20,000
| New | +$195K | ﹤0.01% | 1485 |
|
|
2014
Q2 | – | Sell |
-12,338
| Closed | -$72K | – | 911 |
|
|
2014
Q1 | $72K | Buy |
+12,338
| New | +$72K | ﹤0.01% | 856 |
|