J.P. Morgan Private Wealth Advisors’s WIX.com WIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.11M | Sell |
12,083
-1,226
| -9% | -$113K | ﹤0.01% | 936 |
|
|
2023
Q2 | $1.04M | Buy |
13,309
+633
| +5% | +$49.5K | 0.01% | 750 |
|
|
2023
Q1 | $1.27M | Buy |
12,676
+3,225
| +34% | +$322K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $726K | Buy |
9,451
+1,784
| +23% | +$137K | ﹤0.01% | 1299 |
|
|
2022
Q3 | $600K | Buy |
7,667
+1,357
| +22% | +$106K | ﹤0.01% | 1380 |
|
|
2022
Q2 | $414K | Buy |
6,310
+167
| +3% | +$11K | ﹤0.01% | 1522 |
|
|
2022
Q1 | $642K | Sell |
6,143
-1,292
| -17% | -$135K | ﹤0.01% | 1417 |
|
|
2021
Q4 | $1.17M | Sell |
7,435
-1,233
| -14% | -$195K | ﹤0.01% | 1163 |
|
|
2021
Q3 | $1.7M | Sell |
8,668
-626
| -7% | -$123K | ﹤0.01% | 961 |
|
|
2021
Q2 | $2.7M | Sell |
9,294
-220
| -2% | -$63.9K | 0.01% | 768 |
|
|
2021
Q1 | $2.66M | Sell |
9,514
-7,364
| -44% | -$2.06M | 0.01% | 671 |
|
|
2020
Q4 | $4.22M | Sell |
16,878
-40,874
| -71% | -$10.2M | 0.01% | 533 |
|
|
2020
Q3 | $14.7M | Buy |
57,752
+47,456
| +461% | +$12.1M | 0.06% | 262 |
|
|
2020
Q2 | $2.64M | Sell |
10,296
-263
| -2% | -$67.4K | 0.01% | 513 |
|
|
2020
Q1 | $1.07M | Buy |
10,559
+1,048
| +11% | +$106K | 0.01% | 696 |
|
|
2019
Q4 | $1.16M | Buy |
9,511
+1,118
| +13% | +$137K | 0.01% | 748 |
|
|
2019
Q3 | $980K | Buy |
8,393
+2,900
| +53% | +$339K | 0.01% | 760 |
|
|
2019
Q2 | $781K | Sell |
5,493
-2,638
| -32% | -$375K | ﹤0.01% | 828 |
|
|
2019
Q1 | $982K | Sell |
8,131
-59
| -0.7% | -$7.13K | 0.01% | 804 |
|
|
2018
Q4 | $740K | Buy |
8,190
+1,262
| +18% | +$114K | ﹤0.01% | 846 |
|
|
2018
Q3 | $829K | Buy |
6,928
+1,280
| +23% | +$153K | ﹤0.01% | 890 |
|
|
2018
Q2 | $567K | Sell |
5,648
-1,816
| -24% | -$182K | ﹤0.01% | 964 |
|
|
2018
Q1 | $594K | Buy |
+7,464
| New | +$594K | ﹤0.01% | 811 |
|