JP Morgan Private Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $7.18M | Buy |
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|
2023
Q1 | $8.37M | Sell |
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|
2022
Q4 | $7.1M | Sell |
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|
2022
Q3 | $6.72M | Buy |
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|
2022
Q2 | $6.48M | Sell |
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|
2022
Q1 | $19.4M | Sell |
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|
2021
Q4 | $35.5M | Buy |
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|
2021
Q3 | $34.2M | Buy |
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|
2021
Q2 | $29.3M | Buy |
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|
2021
Q1 | $18.2M | Sell |
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|
2020
Q4 | $41.2M | Buy |
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|
2020
Q3 | $28.8M | Buy |
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|
2020
Q2 | $14.3M | Buy |
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|
2020
Q1 | $11.1M | Buy |
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|
2019
Q4 | $6.5M | Buy |
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|
2019
Q3 | $4.67M | Buy |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $1.69M | Sell |
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|
2018
Q4 | $1.47M | Sell |
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|
2018
Q3 | $1.81M | Sell |
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|
2018
Q2 | $1.87M | Sell |
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|
2018
Q1 | $1.71M | Sell |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.38M | Buy |
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|
2017
Q2 | $1.19M | Sell |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $924K | Sell |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $876K | Sell |
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|
2016
Q1 | $858K | Buy |
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