J.P. Morgan Private Wealth Advisors’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $426K | Sell |
6,685
-194
| -3% | -$12.4K | ﹤0.01% | 1310 |
|
|
2023
Q2 | $482K | Sell |
6,879
-1,138
| -14% | -$79.7K | ﹤0.01% | 1044 |
|
|
2023
Q1 | $626K | Sell |
8,017
-392
| -5% | -$30.6K | ﹤0.01% | 1376 |
|
|
2022
Q4 | $665K | Sell |
8,409
-1,418
| -14% | -$112K | ﹤0.01% | 1337 |
|
|
2022
Q3 | $673K | Sell |
9,827
-511
| -5% | -$35K | ﹤0.01% | 1332 |
|
|
2022
Q2 | $771K | Sell |
10,338
-576
| -5% | -$43K | ﹤0.01% | 1263 |
|
|
2022
Q1 | $1.06M | Sell |
10,914
-3,623
| -25% | -$351K | ﹤0.01% | 1202 |
|
|
2021
Q4 | $1.61M | Buy |
+14,537
| New | +$1.61M | ﹤0.01% | 1005 |
|
|
2021
Q3 | – | Sell |
-16,558
| Closed | -$1.98M | – | 1988 |
|
|
2021
Q2 | $1.98M | Sell |
16,558
-1,893
| -10% | -$226K | 0.01% | 885 |
|
|
2021
Q1 | $1.92M | Sell |
18,451
-1,469
| -7% | -$153K | 0.01% | 786 |
|
|
2020
Q4 | $1.69M | Sell |
19,920
-4,811
| -19% | -$409K | 0.01% | 804 |
|
|
2020
Q3 | $1.49M | Buy |
24,731
+10,799
| +78% | +$650K | 0.01% | 737 |
|
|
2020
Q2 | $766K | Buy |
13,932
+1,096
| +9% | +$60.3K | ﹤0.01% | 908 |
|
|
2020
Q1 | $836K | Buy |
12,836
+2,009
| +19% | +$131K | ﹤0.01% | 767 |
|
|
2019
Q4 | $882K | Buy |
10,827
+384
| +4% | +$31.3K | ﹤0.01% | 847 |
|
|
2019
Q3 | $825K | Buy |
10,443
+3,743
| +56% | +$296K | ﹤0.01% | 828 |
|
|
2019
Q2 | $518K | Sell |
6,700
-545
| -8% | -$42.1K | ﹤0.01% | 970 |
|
|
2019
Q1 | $546K | Sell |
7,245
-67
| -0.9% | -$5.05K | ﹤0.01% | 996 |
|
|
2018
Q4 | $441K | Buy |
7,312
+54
| +0.7% | +$3.26K | ﹤0.01% | 1014 |
|
|
2018
Q3 | $523K | Buy |
7,258
+459
| +7% | +$33.1K | ﹤0.01% | 1057 |
|
|
2018
Q2 | $512K | Buy |
6,799
+1,566
| +30% | +$118K | ﹤0.01% | 1003 |
|
|
2018
Q1 | $360K | Buy |
5,233
+402
| +8% | +$27.7K | ﹤0.01% | 981 |
|
|
2017
Q4 | $315K | Buy |
4,831
+32
| +0.7% | +$2.09K | ﹤0.01% | 1041 |
|
|
2017
Q3 | $309K | Buy |
4,799
+1,519
| +46% | +$97.8K | ﹤0.01% | 1011 |
|
|
2017
Q2 | $242K | Buy |
3,280
+191
| +6% | +$14.1K | ﹤0.01% | 1088 |
|
|
2017
Q1 | $225K | Buy |
+3,089
| New | +$225K | ﹤0.01% | 1198 |
|