J.P. Morgan Private Wealth Advisors’s SelectQuote SLQT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-280,143
Closed -$695K 1977
2022
Q2
$695K Sell
280,143
-24,688
-8% -$61.2K ﹤0.01% 1315
2022
Q1
$850K Buy
304,831
+16,850
+6% +$47K ﹤0.01% 1294
2021
Q4
$2.61M Buy
287,981
+4,508
+2% +$40.8K 0.01% 810
2021
Q3
$3.67M Buy
283,473
+102
+0% +$1.32K 0.01% 676
2021
Q2
$5.46M Buy
+283,371
New +$5.46M 0.01% 569
2021
Q1
Sell
-431,577
Closed -$8.96M 1797
2020
Q4
$8.96M Buy
+431,577
New +$8.96M 0.03% 378