JP Morgan Private Wealth Advisors’s C&F Financial CFFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $203K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Hold |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $202K | Hold |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $220K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $215K | Hold |
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|
2016
Q2 | $224K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $437K | Hold |
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|
2015
Q3 | $409K | Hold |
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|
2015
Q2 | $415K | Hold |
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|
2015
Q1 | $391K | Hold |
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|
2014
Q4 | $445K | Hold |
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|
2014
Q3 | $373K | Hold |
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|
2014
Q2 | $403K | Hold |
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|
2014
Q1 | $371K | Hold |
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|
2013
Q4 | $512K | Hold |
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|
2013
Q3 | $542K | Hold |
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|
2013
Q2 | $624K | Buy |
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