J.P. Morgan Private Wealth Advisors’s Tejon Ranch TRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-50,000
Closed -$861K 1789
2023
Q2
$861K Hold
50,000
﹤0.01% 812
2023
Q1
$914K Sell
50,000
-260
-0.5% -$4.75K ﹤0.01% 1199
2022
Q4
$947K Buy
+50,260
New +$947K ﹤0.01% 1171