J.P. Morgan Private Wealth Advisors’s Sterling Bancorp STL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,765
| Closed | -$252K | – | 2116 |
|
|
2021
Q4 | $252K | Sell |
9,765
-874
| -8% | -$22.6K | ﹤0.01% | 1820 |
|
|
2021
Q3 | $266K | Sell |
10,639
-1,264
| -11% | -$31.6K | ﹤0.01% | 1746 |
|
|
2021
Q2 | $295K | Sell |
11,903
-204
| -2% | -$5.06K | ﹤0.01% | 1682 |
|
|
2021
Q1 | $279K | Sell |
12,107
-472
| -4% | -$10.9K | ﹤0.01% | 1559 |
|
|
2020
Q4 | $226K | Buy |
12,579
+467
| +4% | +$8.39K | ﹤0.01% | 1601 |
|
|
2020
Q3 | $127K | Sell |
12,112
-930
| -7% | -$9.75K | ﹤0.01% | 1556 |
|
|
2020
Q2 | $153K | Sell |
13,042
-1,459
| -10% | -$17.1K | ﹤0.01% | 1485 |
|
|
2020
Q1 | $152K | Sell |
14,501
-17,582
| -55% | -$184K | ﹤0.01% | 1332 |
|
|
2019
Q4 | $676K | Sell |
32,083
-986
| -3% | -$20.8K | ﹤0.01% | 937 |
|
|
2019
Q3 | $663K | Buy |
33,069
+16,044
| +94% | +$322K | ﹤0.01% | 914 |
|
|
2019
Q2 | $362K | Sell |
17,025
-29,013
| -63% | -$617K | ﹤0.01% | 1078 |
|
|
2019
Q1 | $858K | Sell |
46,038
-75,841
| -62% | -$1.41M | ﹤0.01% | 843 |
|
|
2018
Q4 | $2.01M | Sell |
121,879
-235,650
| -66% | -$3.89M | 0.01% | 569 |
|
|
2018
Q3 | $7.87M | Buy |
357,529
+72,297
| +25% | +$1.59M | 0.04% | 346 |
|
|
2018
Q2 | $6.7M | Sell |
285,232
-20,270
| -7% | -$476K | 0.04% | 340 |
|
|
2018
Q1 | $6.89M | Buy |
305,502
+18,868
| +7% | +$425K | 0.05% | 281 |
|
|
2017
Q4 | $7.05M | Buy |
286,634
+20,407
| +8% | +$502K | 0.05% | 282 |
|
|
2017
Q3 | $6.56M | Buy |
266,227
+74,340
| +39% | +$1.83M | 0.05% | 276 |
|
|
2017
Q2 | $4.46M | Buy |
191,887
+154,717
| +416% | +$3.6M | 0.03% | 317 |
|
|
2017
Q1 | $881K | Buy |
+37,170
| New | +$881K | 0.01% | 672 |
|