J.P. Morgan Private Wealth Advisors’s Visteon VC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $340K | Sell |
2,463
-203
| -8% | -$28K | ﹤0.01% | 1410 |
|
|
2023
Q2 | $383K | Sell |
2,666
-3,845
| -59% | -$552K | ﹤0.01% | 1138 |
|
|
2023
Q1 | $1.02M | Buy |
6,511
+374
| +6% | +$58.7K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $803K | Sell |
6,137
-270
| -4% | -$35.3K | ﹤0.01% | 1249 |
|
|
2022
Q3 | $680K | Sell |
6,407
-821
| -11% | -$87.1K | ﹤0.01% | 1329 |
|
|
2022
Q2 | $749K | Sell |
7,228
-187
| -3% | -$19.4K | ﹤0.01% | 1280 |
|
|
2022
Q1 | $809K | Buy |
7,415
+428
| +6% | +$46.7K | ﹤0.01% | 1313 |
|
|
2021
Q4 | $777K | Sell |
6,987
-280
| -4% | -$31.1K | ﹤0.01% | 1369 |
|
|
2021
Q3 | $686K | Buy |
7,267
+266
| +4% | +$25.1K | ﹤0.01% | 1380 |
|
|
2021
Q2 | $847K | Buy |
7,001
+170
| +2% | +$20.6K | ﹤0.01% | 1271 |
|
|
2021
Q1 | $833K | Sell |
6,831
-83
| -1% | -$10.1K | ﹤0.01% | 1124 |
|
|
2020
Q4 | $868K | Buy |
6,914
+225
| +3% | +$28.2K | ﹤0.01% | 1059 |
|
|
2020
Q3 | $463K | Sell |
6,689
-439
| -6% | -$30.4K | ﹤0.01% | 1195 |
|
|
2020
Q2 | $488K | Buy |
+7,128
| New | +$488K | ﹤0.01% | 1111 |
|
|
2020
Q1 | – | Sell |
-2,432
| Closed | -$211K | – | 1543 |
|
|
2019
Q4 | $211K | Buy |
+2,432
| New | +$211K | ﹤0.01% | 1381 |
|
|
2018
Q3 | – | Sell |
-2,517
| Closed | -$326K | – | 1611 |
|
|
2018
Q2 | $326K | Buy |
+2,517
| New | +$326K | ﹤0.01% | 1175 |
|
|
2016
Q3 | – | Sell |
-3,233
| Closed | -$213K | – | 1274 |
|
|
2016
Q2 | $213K | Buy |
3,233
+581
| +22% | +$38.3K | ﹤0.01% | 1129 |
|
|
2016
Q1 | $210K | Buy |
+2,652
| New | +$210K | ﹤0.01% | 1062 |
|