J.P. Morgan Private Wealth Advisors’s Telus TU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $570K | Hold |
34,715
| – | – | ﹤0.01% | 1197 |
|
|
2023
Q2 | $676K | Sell |
34,715
-1,471
| -4% | -$28.7K | ﹤0.01% | 911 |
|
|
2023
Q1 | $719K | Sell |
36,186
-5,164
| -12% | -$103K | ﹤0.01% | 1323 |
|
|
2022
Q4 | $798K | Buy |
41,350
+470
| +1% | +$9.08K | ﹤0.01% | 1256 |
|
|
2022
Q3 | $812K | Sell |
40,880
-180
| -0.4% | -$3.58K | ﹤0.01% | 1233 |
|
|
2022
Q2 | $915K | Buy |
41,060
+34
| +0.1% | +$758 | ﹤0.01% | 1185 |
|
|
2022
Q1 | $1.07M | Buy |
41,026
+138
| +0.3% | +$3.61K | ﹤0.01% | 1191 |
|
|
2021
Q4 | $964K | Buy |
40,888
+646
| +2% | +$15.2K | ﹤0.01% | 1257 |
|
|
2021
Q3 | $884K | Buy |
40,242
+19
| +0% | +$417 | ﹤0.01% | 1272 |
|
|
2021
Q2 | $903K | Buy |
40,223
+5,782
| +17% | +$130K | ﹤0.01% | 1243 |
|
|
2021
Q1 | $686K | Sell |
34,441
-1,922
| -5% | -$38.3K | ﹤0.01% | 1205 |
|
|
2020
Q4 | $720K | Sell |
36,363
-4,105
| -10% | -$81.3K | ﹤0.01% | 1135 |
|
|
2020
Q3 | $710K | Buy |
40,468
+43
| +0.1% | +$754 | ﹤0.01% | 1024 |
|
|
2020
Q2 | $676K | Sell |
40,425
-1,721
| -4% | -$28.8K | ﹤0.01% | 958 |
|
|
2020
Q1 | $659K | Sell |
42,146
-3,528
| -8% | -$55.2K | ﹤0.01% | 838 |
|
|
2019
Q4 | $886K | Sell |
45,674
-1,472
| -3% | -$28.6K | ﹤0.01% | 841 |
|
|
2019
Q3 | $840K | Sell |
47,146
-2,512
| -5% | -$44.8K | ﹤0.01% | 823 |
|
|
2019
Q2 | $920K | Sell |
49,658
-3,032
| -6% | -$56.2K | 0.01% | 779 |
|
|
2019
Q1 | $975K | Buy |
52,690
+13,038
| +33% | +$241K | 0.01% | 807 |
|
|
2018
Q4 | $657K | Sell |
39,652
-21,720
| -35% | -$360K | ﹤0.01% | 873 |
|
|
2018
Q3 | $1.13M | Buy |
61,372
+18,958
| +45% | +$349K | 0.01% | 786 |
|
|
2018
Q2 | $753K | Buy |
+42,414
| New | +$753K | ﹤0.01% | 870 |
|