J.P. Morgan Private Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.53M | Sell |
74,820
-2
| -0% | -$201 | 0.02% | 420 |
|
|
2023
Q2 | $9.18M | Sell |
74,822
-21
| -0% | -$2.58K | 0.05% | 244 |
|
|
2023
Q1 | $10.1M | Buy |
+74,843
| New | +$10.1M | 0.02% | 424 |
|
|
2020
Q1 | – | Sell |
-1,700
| Closed | -$219K | – | 1542 |
|
|
2019
Q4 | $219K | Buy |
+1,700
| New | +$219K | ﹤0.01% | 1362 |
|
|
2018
Q4 | – | Sell |
-1,816
| Closed | -$203K | – | 1589 |
|
|
2018
Q3 | $203K | Buy |
+1,816
| New | +$203K | ﹤0.01% | 1478 |
|
|
2015
Q3 | – | Sell |
-2,807
| Closed | -$258K | – | 1139 |
|
|
2015
Q2 | $258K | Hold |
2,807
| – | – | ﹤0.01% | 897 |
|
|
2015
Q1 | $228K | Hold |
2,807
| – | – | ﹤0.01% | 991 |
|
|
2014
Q4 | $209K | Buy |
+2,807
| New | +$209K | ﹤0.01% | 983 |
|