J.P. Morgan Private Wealth Advisors’s SuRo Capital SSSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,768
| Closed | -$121K | – | 2000 |
|
|
2022
Q4 | $121K | Sell |
31,768
-19,155
| -38% | -$72.8K | ﹤0.01% | 1876 |
|
|
2022
Q3 | $197K | Buy |
50,923
+443
| +0.9% | +$1.71K | ﹤0.01% | 1813 |
|
|
2022
Q2 | $323K | Buy |
50,480
+10,079
| +25% | +$64.5K | ﹤0.01% | 1612 |
|
|
2022
Q1 | $349K | Buy |
40,401
+4,000
| +11% | +$34.6K | ﹤0.01% | 1688 |
|
|
2021
Q4 | $471K | Buy |
36,401
+2,879
| +9% | +$37.3K | ﹤0.01% | 1578 |
|
|
2021
Q3 | $433K | Buy |
33,522
+4,772
| +17% | +$61.6K | ﹤0.01% | 1557 |
|
|
2021
Q2 | $388K | Buy |
28,750
+10,881
| +61% | +$147K | ﹤0.01% | 1578 |
|
|
2021
Q1 | $203K | Sell |
17,869
-5,957
| -25% | -$67.7K | ﹤0.01% | 1687 |
|
|
2020
Q4 | $262K | Buy |
23,826
+7,148
| +43% | +$78.6K | ﹤0.01% | 1552 |
|
|
2020
Q3 | $152K | Buy |
+16,678
| New | +$152K | ﹤0.01% | 1543 |
|