J.P. Morgan Private Wealth Advisors’s TaskUs TASK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,042
| Closed | -$203K | – | 1979 |
|
|
2022
Q2 | $203K | Sell |
12,042
-4,424
| -27% | -$74.6K | ﹤0.01% | 1822 |
|
|
2022
Q1 | $633K | Buy |
16,466
+3,630
| +28% | +$140K | ﹤0.01% | 1425 |
|
|
2021
Q4 | $693K | Buy |
12,836
+6,423
| +100% | +$347K | ﹤0.01% | 1413 |
|
|
2021
Q3 | $426K | Buy |
+6,413
| New | +$426K | ﹤0.01% | 1565 |
|