J.P. Morgan Private Wealth Advisors’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $455K | Sell |
16,438
-35
| -0.2% | -$969 | ﹤0.01% | 1286 |
|
|
2023
Q2 | $473K | Sell |
16,473
-765
| -4% | -$22K | ﹤0.01% | 1057 |
|
|
2023
Q1 | $461K | Buy |
17,238
+4,451
| +35% | +$119K | ﹤0.01% | 1512 |
|
|
2022
Q4 | $299K | Buy |
12,787
+998
| +8% | +$23.4K | ﹤0.01% | 1664 |
|
|
2022
Q3 | $239K | Buy |
11,789
+766
| +7% | +$15.5K | ﹤0.01% | 1746 |
|
|
2022
Q2 | $247K | Buy |
11,023
+349
| +3% | +$7.82K | ﹤0.01% | 1746 |
|
|
2022
Q1 | $272K | Sell |
10,674
-61
| -0.6% | -$1.55K | ﹤0.01% | 1789 |
|
|
2021
Q4 | $289K | Sell |
10,735
-1,963
| -15% | -$52.8K | ﹤0.01% | 1759 |
|
|
2021
Q3 | $289K | Buy |
12,698
+2,392
| +23% | +$54.4K | ﹤0.01% | 1712 |
|
|
2021
Q2 | $224K | Buy |
+10,306
| New | +$224K | ﹤0.01% | 1797 |
|
|
2020
Q4 | – | Sell |
-10,196
| Closed | -$252K | – | 1735 |
|
|
2020
Q3 | $252K | Buy |
10,196
+999
| +11% | +$24.7K | ﹤0.01% | 1425 |
|
|
2020
Q2 | $227K | Buy |
+9,197
| New | +$227K | ﹤0.01% | 1420 |
|