J.P. Morgan Private Wealth Advisors’s SoundThinking SSTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,900
| Closed | -$305K | – | 1477 |
|
|
2019
Q2 | $305K | Sell |
6,900
-14,800
| -68% | -$654K | ﹤0.01% | 1142 |
|
|
2019
Q1 | $838K | Sell |
21,700
-1,765
| -8% | -$68.2K | ﹤0.01% | 849 |
|
|
2018
Q4 | $732K | Hold |
23,465
| – | – | ﹤0.01% | 852 |
|
|
2018
Q3 | $1.44M | Buy |
23,465
+11,765
| +101% | +$721K | 0.01% | 708 |
|
|
2018
Q2 | $444K | Hold |
11,700
| – | – | ﹤0.01% | 1051 |
|
|
2018
Q1 | $310K | Sell |
11,700
-9,700
| -45% | -$257K | ﹤0.01% | 1029 |
|
|
2017
Q4 | $301K | Buy |
+21,400
| New | +$301K | ﹤0.01% | 1055 |
|