J.P. Morgan Private Wealth Advisors’s Voya Financial VOYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $899K | Buy |
13,529
+230
| +2% | +$15.3K | ﹤0.01% | 1013 |
|
|
2023
Q2 | $954K | Sell |
13,299
-725
| -5% | -$52K | 0.01% | 776 |
|
|
2023
Q1 | $1M | Buy |
14,024
+354
| +3% | +$25.3K | ﹤0.01% | 1159 |
|
|
2022
Q4 | $841K | Buy |
13,670
+1,249
| +10% | +$76.8K | ﹤0.01% | 1232 |
|
|
2022
Q3 | $751K | Buy |
12,421
+1,463
| +13% | +$88.5K | ﹤0.01% | 1274 |
|
|
2022
Q2 | $652K | Sell |
10,958
-708
| -6% | -$42.1K | ﹤0.01% | 1343 |
|
|
2022
Q1 | $774K | Sell |
11,666
-269
| -2% | -$17.8K | ﹤0.01% | 1330 |
|
|
2021
Q4 | $791K | Buy |
11,935
+804
| +7% | +$53.3K | ﹤0.01% | 1362 |
|
|
2021
Q3 | $683K | Buy |
11,131
+526
| +5% | +$32.3K | ﹤0.01% | 1383 |
|
|
2021
Q2 | $652K | Buy |
10,605
+6,325
| +148% | +$389K | ﹤0.01% | 1384 |
|
|
2021
Q1 | $272K | Sell |
4,280
-3,683
| -46% | -$234K | ﹤0.01% | 1575 |
|
|
2020
Q4 | $468K | Sell |
7,963
-40
| -0.5% | -$2.35K | ﹤0.01% | 1314 |
|
|
2020
Q3 | $384K | Sell |
8,003
-8,156
| -50% | -$391K | ﹤0.01% | 1259 |
|
|
2020
Q2 | $754K | Sell |
16,159
-21,485
| -57% | -$1M | ﹤0.01% | 916 |
|
|
2020
Q1 | $1.53M | Buy |
37,644
+1,323
| +4% | +$53.7K | 0.01% | 596 |
|
|
2019
Q4 | $2.22M | Buy |
36,321
+856
| +2% | +$52.2K | 0.01% | 596 |
|
|
2019
Q3 | $1.93M | Buy |
35,465
+3,487
| +11% | +$190K | 0.01% | 593 |
|
|
2019
Q2 | $1.77M | Sell |
31,978
-2,020
| -6% | -$112K | 0.01% | 617 |
|
|
2019
Q1 | $1.7M | Buy |
33,998
+7,421
| +28% | +$371K | 0.01% | 654 |
|
|
2018
Q4 | $1.07M | Buy |
26,577
+11,116
| +72% | +$446K | 0.01% | 733 |
|
|
2018
Q3 | $768K | Buy |
15,461
+2,427
| +19% | +$121K | ﹤0.01% | 917 |
|
|
2018
Q2 | $613K | Buy |
13,034
+6,203
| +91% | +$292K | ﹤0.01% | 938 |
|
|
2018
Q1 | $345K | Buy |
+6,831
| New | +$345K | ﹤0.01% | 998 |
|