JP Morgan Private Wealth Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $875K | Sell |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $942K | Buy |
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|
2022
Q2 | $902K | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $403K | Buy |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $248K | Buy |
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