J.P. Morgan Private Wealth Advisors’s Shutterstock SSTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,843
| Closed | -$352K | – | 1863 |
|
|
2023
Q1 | $352K | Sell |
4,843
-322
| -6% | -$23.4K | ﹤0.01% | 1613 |
|
|
2022
Q4 | $272K | Sell |
5,165
-251
| -5% | -$13.2K | ﹤0.01% | 1691 |
|
|
2022
Q3 | $272K | Buy |
5,416
+947
| +21% | +$47.6K | ﹤0.01% | 1695 |
|
|
2022
Q2 | $256K | Buy |
4,469
+104
| +2% | +$5.96K | ﹤0.01% | 1730 |
|
|
2022
Q1 | $406K | Buy |
4,365
+604
| +16% | +$56.2K | ﹤0.01% | 1621 |
|
|
2021
Q4 | $417K | Hold |
3,761
| – | – | ﹤0.01% | 1621 |
|
|
2021
Q3 | $426K | Sell |
3,761
-1,019
| -21% | -$115K | ﹤0.01% | 1564 |
|
|
2021
Q2 | $469K | Buy |
4,780
+1
| +0% | +$98 | ﹤0.01% | 1501 |
|
|
2021
Q1 | $426K | Sell |
4,779
-672
| -12% | -$59.9K | ﹤0.01% | 1385 |
|
|
2020
Q4 | $391K | Sell |
5,451
-4,438
| -45% | -$318K | ﹤0.01% | 1387 |
|
|
2020
Q3 | $515K | Sell |
9,889
-1,328
| -12% | -$69.2K | ﹤0.01% | 1137 |
|
|
2020
Q2 | $392K | Sell |
11,217
-1,850
| -14% | -$64.7K | ﹤0.01% | 1208 |
|
|
2020
Q1 | $420K | Buy |
13,067
+903
| +7% | +$29K | ﹤0.01% | 998 |
|
|
2019
Q4 | $522K | Sell |
12,164
-94
| -0.8% | -$4.03K | ﹤0.01% | 1032 |
|
|
2019
Q3 | $443K | Buy |
12,258
+3,467
| +39% | +$125K | ﹤0.01% | 1046 |
|
|
2019
Q2 | $345K | Sell |
8,791
-164
| -2% | -$6.44K | ﹤0.01% | 1094 |
|
|
2019
Q1 | $418K | Sell |
8,955
-38
| -0.4% | -$1.77K | ﹤0.01% | 1091 |
|
|
2018
Q4 | $324K | Buy |
8,993
+47
| +0.5% | +$1.69K | ﹤0.01% | 1133 |
|
|
2018
Q3 | $488K | Buy |
8,946
+643
| +8% | +$35.1K | ﹤0.01% | 1081 |
|
|
2018
Q2 | $394K | Buy |
8,303
+2,375
| +40% | +$113K | ﹤0.01% | 1094 |
|
|
2018
Q1 | $285K | Buy |
5,928
+146
| +3% | +$7.02K | ﹤0.01% | 1063 |
|
|
2017
Q4 | $249K | Buy |
+5,782
| New | +$249K | ﹤0.01% | 1113 |
|
|
2017
Q3 | – | Sell |
-4,615
| Closed | -$203K | – | 1277 |
|
|
2017
Q2 | $203K | Buy |
+4,615
| New | +$203K | ﹤0.01% | 1147 |
|