J.P. Morgan Private Wealth Advisors’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,557
| Closed | -$638K | – | 1545 |
|
|
2019
Q4 | $638K | Sell |
29,557
-14
| -0% | -$302 | ﹤0.01% | 956 |
|
|
2019
Q3 | $573K | Buy |
29,571
+16,110
| +120% | +$312K | ﹤0.01% | 958 |
|
|
2019
Q2 | $257K | Sell |
13,461
-1,563
| -10% | -$29.8K | ﹤0.01% | 1209 |
|
|
2019
Q1 | $252K | Sell |
15,024
-64,874
| -81% | -$1.09M | ﹤0.01% | 1287 |
|
|
2018
Q4 | $1.13M | Sell |
79,898
-69,584
| -47% | -$985K | 0.01% | 715 |
|
|
2018
Q3 | $2.61M | Sell |
149,482
-95,057
| -39% | -$1.66M | 0.01% | 571 |
|
|
2018
Q2 | $4.5M | Buy |
244,539
+151,924
| +164% | +$2.79M | 0.03% | 418 |
|
|
2018
Q1 | $1.79M | Sell |
92,615
-295,397
| -76% | -$5.71M | 0.01% | 505 |
|
|
2017
Q4 | $8.09M | Buy |
388,012
+145,137
| +60% | +$3.03M | 0.05% | 264 |
|
|
2017
Q3 | $5.59M | Buy |
242,875
+3,635
| +2% | +$83.7K | 0.04% | 297 |
|
|
2017
Q2 | $5.99M | Sell |
239,240
-62,232
| -21% | -$1.56M | 0.05% | 278 |
|
|
2017
Q1 | $8.45M | Buy |
301,472
+488
| +0.2% | +$13.7K | 0.07% | 238 |
|
|
2016
Q4 | $7.49M | Buy |
300,984
+2,399
| +0.8% | +$59.7K | 0.07% | 223 |
|
|
2016
Q3 | $5.9M | Buy |
298,585
+14,936
| +5% | +$295K | 0.05% | 260 |
|
|
2016
Q2 | $4.83M | Buy |
283,649
+80,233
| +39% | +$1.37M | 0.05% | 274 |
|
|
2016
Q1 | $3.73M | Buy |
203,416
+141,068
| +226% | +$2.59M | 0.04% | 294 |
|
|
2015
Q4 | $936K | Buy |
+62,348
| New | +$936K | 0.01% | 542 |
|
|
2015
Q3 | – | Sell |
-60,336
| Closed | -$1.11M | – | 1144 |
|
|
2015
Q2 | $1.11M | Buy |
60,336
+15,117
| +33% | +$279K | 0.01% | 491 |
|
|
2015
Q1 | $819K | Buy |
45,219
+5,367
| +13% | +$97.2K | 0.01% | 581 |
|
|
2014
Q4 | $712K | Sell |
39,852
-2,650
| -6% | -$47.3K | 0.01% | 612 |
|
|
2014
Q3 | $872K | Buy |
+42,502
| New | +$872K | 0.01% | 546 |
|
|
2014
Q2 | – | Sell |
-40,030
| Closed | -$898K | – | 922 |
|
|
2014
Q1 | $898K | Buy |
+40,030
| New | +$898K | 0.02% | 422 |
|