J.P. Morgan Private Wealth Advisors’s Sono-Tek SOTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $222K | Hold |
42,580
| – | – | ﹤0.01% | 1597 |
|
|
2023
Q2 | $230K | Hold |
42,580
| – | – | ﹤0.01% | 1342 |
|
|
2023
Q1 | $219K | Hold |
42,580
| – | – | ﹤0.01% | 1796 |
|
|
2022
Q4 | $273K | Hold |
42,580
| – | – | ﹤0.01% | 1689 |
|
|
2022
Q3 | $299K | Hold |
42,580
| – | – | ﹤0.01% | 1648 |
|
|
2022
Q2 | $311K | Hold |
42,580
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q1 | $287K | Hold |
42,580
| – | – | ﹤0.01% | 1768 |
|
|
2021
Q4 | $316K | Hold |
42,580
| – | – | ﹤0.01% | 1730 |
|
|
2021
Q3 | $175K | Buy |
+42,580
| New | +$175K | ﹤0.01% | 1878 |
|