JP Morgan Private Wealth Advisors’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $616K | Sell |
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|
2023
Q2 | $675K | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $964K | Sell |
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|
2022
Q3 | $912K | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $833K | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $943K | Buy |
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|
2020
Q2 | $846K | Sell |
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|
2020
Q1 | $631K | Buy |
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|
2019
Q4 | $732K | Buy |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $359K | Buy |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $267K | Sell |
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|
2018
Q3 | $492K | Sell |
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|
2018
Q2 | $461K | Buy |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $214K | Buy |
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