J.P. Morgan Private Wealth Advisors’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $408K | Sell |
17,711
-2,430
| -12% | -$56K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $473K | Sell |
20,141
-24,238
| -55% | -$569K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $527K | Buy |
44,379
+1,952
| +5% | +$23.2K | ﹤0.01% | 1460 |
|
|
2022
Q4 | $651K | Sell |
42,427
-4,967
| -10% | -$76.2K | ﹤0.01% | 1347 |
|
|
2022
Q3 | $901K | Buy |
47,394
+2,646
| +6% | +$50.3K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $804K | Buy |
44,748
+1,007
| +2% | +$18.1K | ﹤0.01% | 1244 |
|
|
2022
Q1 | $1.32M | Buy |
+43,741
| New | +$1.32M | ﹤0.01% | 1081 |
|