J.P. Morgan Private Wealth Advisors’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $661K | Buy |
6,527
+147
| +2% | +$14.9K | ﹤0.01% | 1129 |
|
|
2023
Q2 | $649K | Sell |
6,380
-14
| -0.2% | -$1.42K | ﹤0.01% | 929 |
|
|
2023
Q1 | $655K | Sell |
6,394
-27
| -0.4% | -$2.77K | ﹤0.01% | 1356 |
|
|
2022
Q4 | $539K | Sell |
6,421
-33
| -0.5% | -$2.77K | ﹤0.01% | 1445 |
|
|
2022
Q3 | $502K | Sell |
6,454
-71
| -1% | -$5.52K | ﹤0.01% | 1454 |
|
|
2022
Q2 | $431K | Sell |
6,525
-38
| -0.6% | -$2.51K | ﹤0.01% | 1513 |
|
|
2022
Q1 | $774K | Buy |
6,563
+27
| +0.4% | +$3.18K | ﹤0.01% | 1331 |
|
|
2021
Q4 | $853K | Sell |
6,536
-42
| -0.6% | -$5.48K | ﹤0.01% | 1326 |
|
|
2021
Q3 | $927K | Hold |
6,578
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q2 | $732K | Buy |
6,578
+3,811
| +138% | +$424K | ﹤0.01% | 1338 |
|
|
2021
Q1 | $244K | Sell |
2,767
-3,853
| -58% | -$340K | ﹤0.01% | 1609 |
|
|
2020
Q4 | $607K | Buy |
6,620
+133
| +2% | +$12.2K | ﹤0.01% | 1214 |
|
|
2020
Q3 | $362K | Buy |
6,487
+300
| +5% | +$16.7K | ﹤0.01% | 1284 |
|
|
2020
Q2 | $331K | Buy |
+6,187
| New | +$331K | ﹤0.01% | 1265 |
|
|
2020
Q1 | – | Sell |
-6,109
| Closed | -$257K | – | 1547 |
|
|
2019
Q4 | $257K | Hold |
6,109
| – | – | ﹤0.01% | 1300 |
|
|
2019
Q3 | $268K | Buy |
6,109
+200
| +3% | +$8.77K | ﹤0.01% | 1230 |
|
|
2019
Q2 | $343K | Hold |
5,909
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q1 | $300K | Buy |
+5,909
| New | +$300K | ﹤0.01% | 1207 |
|