J.P. Morgan Private Wealth Advisors’s Unisys UIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,258
| Closed | -$94.1K | – | 1892 |
|
|
2023
Q1 | $94.1K | Sell |
24,258
-1,173
| -5% | -$4.55K | ﹤0.01% | 1900 |
|
|
2022
Q4 | $130K | Sell |
25,431
-1,402
| -5% | -$7.16K | ﹤0.01% | 1870 |
|
|
2022
Q3 | $203K | Buy |
26,833
+178
| +0.7% | +$1.35K | ﹤0.01% | 1807 |
|
|
2022
Q2 | $321K | Sell |
26,655
-2,213
| -8% | -$26.7K | ﹤0.01% | 1616 |
|
|
2022
Q1 | $624K | Buy |
28,868
+222
| +0.8% | +$4.8K | ﹤0.01% | 1435 |
|
|
2021
Q4 | $589K | Sell |
28,646
-1,464
| -5% | -$30.1K | ﹤0.01% | 1486 |
|
|
2021
Q3 | $757K | Sell |
30,110
-442
| -1% | -$11.1K | ﹤0.01% | 1330 |
|
|
2021
Q2 | $773K | Buy |
30,552
+1,631
| +6% | +$41.3K | ﹤0.01% | 1315 |
|
|
2021
Q1 | $735K | Buy |
28,921
+2,418
| +9% | +$61.5K | ﹤0.01% | 1175 |
|
|
2020
Q4 | $522K | Buy |
26,503
+5,082
| +24% | +$100K | ﹤0.01% | 1275 |
|
|
2020
Q3 | $229K | Buy |
21,421
+750
| +4% | +$8.02K | ﹤0.01% | 1477 |
|
|
2020
Q2 | $226K | Buy |
+20,671
| New | +$226K | ﹤0.01% | 1423 |
|