J.P. Morgan Private Wealth Advisors’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45,215
| Closed | -$713K | – | 1903 |
|
|
2023
Q1 | $713K | Sell |
45,215
-27,157
| -38% | -$429K | ﹤0.01% | 1328 |
|
|
2022
Q4 | $1.23M | Buy |
72,372
+401
| +0.6% | +$6.81K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $959K | Buy |
71,971
+2,183
| +3% | +$29.1K | ﹤0.01% | 1155 |
|
|
2022
Q2 | $1.02M | Sell |
69,788
-7,853
| -10% | -$115K | ﹤0.01% | 1141 |
|
|
2022
Q1 | $1.55M | Buy |
77,641
+17,500
| +29% | +$350K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $843K | Sell |
60,141
-149,827
| -71% | -$2.1M | ﹤0.01% | 1330 |
|
|
2021
Q3 | $2.93M | Buy |
209,968
+120,831
| +136% | +$1.69M | 0.01% | 749 |
|
|
2021
Q2 | $2.03M | Buy |
89,137
+9,504
| +12% | +$217K | 0.01% | 874 |
|
|
2021
Q1 | $1.38M | Buy |
79,633
+9,661
| +14% | +$168K | ﹤0.01% | 901 |
|
|
2020
Q4 | $1.17M | Buy |
69,972
+12,255
| +21% | +$205K | ﹤0.01% | 944 |
|
|
2020
Q3 | $611K | Buy |
+57,717
| New | +$611K | ﹤0.01% | 1076 |
|
|
2018
Q3 | – | Sell |
-14,583
| Closed | -$187K | – | 1610 |
|
|
2018
Q2 | $187K | Buy |
+14,583
| New | +$187K | ﹤0.01% | 1381 |
|
|
2015
Q3 | – | Sell |
-17,642
| Closed | -$104K | – | 1140 |
|
|
2015
Q2 | $104K | Buy |
17,642
+4,282
| +32% | +$25.2K | ﹤0.01% | 1015 |
|
|
2015
Q1 | $75K | Sell |
13,360
-661
| -5% | -$3.71K | ﹤0.01% | 1102 |
|
|
2014
Q4 | $115K | Buy |
14,021
+3,386
| +32% | +$27.8K | ﹤0.01% | 1041 |
|
|
2014
Q3 | $117K | Buy |
+10,635
| New | +$117K | ﹤0.01% | 1031 |
|
|
2014
Q2 | – | Sell |
-14,158
| Closed | -$196K | – | 920 |
|
|
2014
Q1 | $196K | Buy |
+14,158
| New | +$196K | ﹤0.01% | 814 |
|