J.P. Morgan Private Wealth Advisors’s SITE Centers SITC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,130
| Closed | -$247K | – | 1997 |
|
|
2022
Q4 | $247K | Sell |
23,130
-4
| -0% | -$43 | ﹤0.01% | 1733 |
|
|
2022
Q3 | $193K | Buy |
23,134
+696
| +3% | +$5.81K | ﹤0.01% | 1823 |
|
|
2022
Q2 | $236K | Sell |
22,438
-6,480
| -22% | -$68.2K | ﹤0.01% | 1765 |
|
|
2022
Q1 | $377K | Buy |
28,918
+32
| +0.1% | +$417 | ﹤0.01% | 1655 |
|
|
2021
Q4 | $357K | Buy |
28,886
+518
| +2% | +$6.4K | ﹤0.01% | 1678 |
|
|
2021
Q3 | $342K | Buy |
28,368
+6,346
| +29% | +$76.5K | ﹤0.01% | 1652 |
|
|
2021
Q2 | $259K | Sell |
22,022
-4,126
| -16% | -$48.5K | ﹤0.01% | 1723 |
|
|
2021
Q1 | $277K | Buy |
26,148
+6,264
| +32% | +$66.4K | ﹤0.01% | 1560 |
|
|
2020
Q4 | $157K | Sell |
19,884
-792
| -4% | -$6.25K | ﹤0.01% | 1662 |
|
|
2020
Q3 | $116K | Sell |
20,676
-2,035
| -9% | -$11.4K | ﹤0.01% | 1558 |
|
|
2020
Q2 | $144K | Buy |
+22,711
| New | +$144K | ﹤0.01% | 1495 |
|