JP Morgan Private Wealth Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $493K | Sell |
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|
2016
Q4 | $496K | Buy |
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|
2016
Q3 | $390K | Hold |
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|
2016
Q2 | $362K | Sell |
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|
2016
Q1 | $389K | Buy |
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