J.P. Morgan Private Wealth Advisors’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,396
| Closed | -$277K | – | 1904 |
|
|
2023
Q1 | $277K | Sell |
13,396
-1,024
| -7% | -$21.2K | ﹤0.01% | 1711 |
|
|
2022
Q4 | $209K | Sell |
14,420
-845
| -6% | -$12.3K | ﹤0.01% | 1810 |
|
|
2022
Q3 | $209K | Buy |
15,265
+4,557
| +43% | +$62.4K | ﹤0.01% | 1793 |
|
|
2022
Q2 | $121K | Sell |
10,708
-1,196
| -10% | -$13.5K | ﹤0.01% | 1867 |
|
|
2022
Q1 | $183K | Buy |
+11,904
| New | +$183K | ﹤0.01% | 1923 |
|