J.P. Morgan Private Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.03M | Sell |
32,942
-1,815
| -5% | -$57K | ﹤0.01% | 959 |
|
|
2023
Q2 | $1.51M | Sell |
34,757
-478
| -1% | -$20.8K | 0.01% | 654 |
|
|
2023
Q1 | $1.14M | Sell |
35,235
-3,670
| -9% | -$119K | ﹤0.01% | 1109 |
|
|
2022
Q4 | $1.11M | Buy |
38,905
+10,203
| +36% | +$292K | ﹤0.01% | 1095 |
|
|
2022
Q3 | $914K | Buy |
28,702
+3,760
| +15% | +$120K | ﹤0.01% | 1181 |
|
|
2022
Q2 | $918K | Buy |
24,942
+6,024
| +32% | +$222K | ﹤0.01% | 1182 |
|
|
2022
Q1 | $1.88M | Buy |
18,918
+298
| +2% | +$29.6K | ﹤0.01% | 926 |
|
|
2021
Q4 | $2.66M | Buy |
18,620
+9,348
| +101% | +$1.34M | 0.01% | 805 |
|
|
2021
Q3 | $1.17M | Buy |
9,272
+90
| +1% | +$11.4K | ﹤0.01% | 1147 |
|
|
2021
Q2 | $1.01M | Buy |
9,182
+1,231
| +15% | +$135K | ﹤0.01% | 1199 |
|
|
2021
Q1 | $798K | Buy |
+7,951
| New | +$798K | ﹤0.01% | 1139 |
|