J.P. Morgan Private Wealth Advisors’s Uranium Energy UEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-118,498
| Closed | -$544K | – | 2026 |
|
|
2022
Q1 | $544K | Sell |
118,498
-30,500
| -20% | -$140K | ﹤0.01% | 1500 |
|
|
2021
Q4 | $499K | Hold |
148,998
| – | – | ﹤0.01% | 1556 |
|
|
2021
Q3 | $454K | Buy |
148,998
+3,000
| +2% | +$9.14K | ﹤0.01% | 1536 |
|
|
2021
Q2 | $388K | Hold |
145,998
| – | – | ﹤0.01% | 1579 |
|
|
2021
Q1 | $418K | Hold |
145,998
| – | – | ﹤0.01% | 1392 |
|
|
2020
Q4 | $257K | Hold |
145,998
| – | – | ﹤0.01% | 1558 |
|
|
2020
Q3 | $146K | Hold |
145,998
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q2 | $128K | Sell |
145,998
-3,000
| -2% | -$2.63K | ﹤0.01% | 1503 |
|
|
2020
Q1 | $83K | Hold |
148,998
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q4 | $137K | Sell |
148,998
-4,100
| -3% | -$3.77K | ﹤0.01% | 1426 |
|
|
2019
Q3 | $149K | Sell |
153,098
-12,000
| -7% | -$11.7K | ﹤0.01% | 1374 |
|
|
2019
Q2 | $226K | Hold |
165,098
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q1 | $231K | Hold |
165,098
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q4 | $206K | Sell |
165,098
-29,551
| -15% | -$36.9K | ﹤0.01% | 1335 |
|
|
2018
Q3 | $335K | Sell |
194,649
-12,000
| -6% | -$20.7K | ﹤0.01% | 1236 |
|
|
2018
Q2 | $332K | Buy |
206,649
+6,000
| +3% | +$9.64K | ﹤0.01% | 1165 |
|
|
2018
Q1 | $263K | Buy |
200,649
+7,000
| +4% | +$9.18K | ﹤0.01% | 1090 |
|
|
2017
Q4 | $342K | Buy |
193,649
+3,000
| +2% | +$5.3K | ﹤0.01% | 1005 |
|
|
2017
Q3 | $263K | Sell |
190,649
-91,000
| -32% | -$126K | ﹤0.01% | 1062 |
|
|
2017
Q2 | $447K | Sell |
281,649
-10,500
| -4% | -$16.7K | ﹤0.01% | 870 |
|
|
2017
Q1 | $415K | Sell |
292,149
-47,000
| -14% | -$66.8K | ﹤0.01% | 934 |
|
|
2016
Q4 | $380K | Sell |
339,149
-27,000
| -7% | -$30.3K | ﹤0.01% | 907 |
|
|
2016
Q3 | $361K | Sell |
366,149
-10,000
| -3% | -$9.86K | ﹤0.01% | 910 |
|
|
2016
Q2 | $330K | Sell |
376,149
-74,251
| -16% | -$65.1K | ﹤0.01% | 942 |
|
|
2016
Q1 | $337K | Sell |
450,400
-36,300
| -7% | -$27.2K | ﹤0.01% | 900 |
|
|
2015
Q4 | $516K | Buy |
486,700
+350,450
| +257% | +$372K | 0.01% | 684 |
|
|
2015
Q3 | $136K | Buy |
+136,250
| New | +$136K | ﹤0.01% | 973 |
|