J.P. Morgan Private Wealth Advisors’s Strategic Education STRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,248
| Closed | -$614K | – | 2019 |
|
|
2022
Q1 | $614K | Sell |
9,248
-872
| -9% | -$57.9K | ﹤0.01% | 1445 |
|
|
2021
Q4 | $585K | Sell |
10,120
-8,792
| -46% | -$508K | ﹤0.01% | 1489 |
|
|
2021
Q3 | $1.33M | Buy |
18,912
+14,266
| +307% | +$1.01M | ﹤0.01% | 1076 |
|
|
2021
Q2 | $353K | Sell |
4,646
-74
| -2% | -$5.62K | ﹤0.01% | 1625 |
|
|
2021
Q1 | $434K | Sell |
4,720
-256
| -5% | -$23.5K | ﹤0.01% | 1375 |
|
|
2020
Q4 | $474K | Sell |
4,976
-1,684
| -25% | -$160K | ﹤0.01% | 1311 |
|
|
2020
Q3 | $609K | Sell |
6,660
-322
| -5% | -$29.4K | ﹤0.01% | 1078 |
|
|
2020
Q2 | $1.07M | Buy |
6,982
+524
| +8% | +$80.5K | ﹤0.01% | 780 |
|
|
2020
Q1 | $903K | Buy |
6,458
+701
| +12% | +$98K | 0.01% | 742 |
|
|
2019
Q4 | $915K | Sell |
5,757
-125
| -2% | -$19.9K | ﹤0.01% | 831 |
|
|
2019
Q3 | $799K | Buy |
5,882
+1,696
| +41% | +$230K | ﹤0.01% | 836 |
|
|
2019
Q2 | $745K | Sell |
4,186
-218
| -5% | -$38.8K | ﹤0.01% | 853 |
|
|
2019
Q1 | $578K | Buy |
4,404
+742
| +20% | +$97.4K | ﹤0.01% | 975 |
|
|
2018
Q4 | $415K | Sell |
3,662
-1,572
| -30% | -$178K | ﹤0.01% | 1037 |
|
|
2018
Q3 | $717K | Buy |
+5,234
| New | +$717K | ﹤0.01% | 939 |
|
|
2018
Q2 | – | Sell |
-4,248
| Closed | -$429K | – | 1515 |
|
|
2018
Q1 | $429K | Buy |
4,248
+635
| +18% | +$64.1K | ﹤0.01% | 919 |
|
|
2017
Q4 | $324K | Buy |
3,613
+372
| +11% | +$33.4K | ﹤0.01% | 1027 |
|
|
2017
Q3 | $283K | Buy |
+3,241
| New | +$283K | ﹤0.01% | 1037 |
|