J.P. Morgan Private Wealth Advisors’s The Oncology Institute TOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $25.6K | Hold |
18,300
| – | – | ﹤0.01% | 1709 |
|
|
2023
Q2 | $10.1K | Hold |
18,300
| – | – | ﹤0.01% | 1460 |
|
|
2023
Q1 | $12.4K | Buy |
+18,300
| New | +$12.4K | ﹤0.01% | 1923 |
|
|
2022
Q4 | – | Sell |
-18,300
| Closed | -$85K | – | 2003 |
|
|
2022
Q3 | $85K | Hold |
18,300
| – | – | ﹤0.01% | 1883 |
|
|
2022
Q2 | $93K | Hold |
18,300
| – | – | ﹤0.01% | 1876 |
|
|
2022
Q1 | $130K | Buy |
+18,300
| New | +$130K | ﹤0.01% | 1943 |
|