J.P. Morgan Private Wealth Advisors’s Tradeweb Markets TW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $404K | Buy |
5,043
+897
| +22% | +$71.9K | ﹤0.01% | 1340 |
|
|
2023
Q2 | $284K | Buy |
4,146
+1,210
| +41% | +$82.9K | ﹤0.01% | 1259 |
|
|
2023
Q1 | $232K | Sell |
2,936
-206
| -7% | -$16.3K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $204K | Buy |
+3,142
| New | +$204K | ﹤0.01% | 1820 |
|
|
2022
Q2 | – | Sell |
-3,096
| Closed | -$272K | – | 2024 |
|
|
2022
Q1 | $272K | Buy |
3,096
+425
| +16% | +$37.3K | ﹤0.01% | 1790 |
|
|
2021
Q4 | $267K | Sell |
2,671
-3
| -0.1% | -$300 | ﹤0.01% | 1793 |
|
|
2021
Q3 | $216K | Buy |
+2,674
| New | +$216K | ﹤0.01% | 1830 |
|