JP Morgan Private Wealth Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $897K | Buy |
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|
2022
Q4 | $792K | Buy |
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|
2022
Q3 | $713K | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $717K | Buy |
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|
2021
Q4 | $630K | Sell |
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|
2021
Q3 | $840K | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $367K | Sell |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $708K | Sell |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $513K | Sell |
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|
2019
Q3 | $457K | Buy |
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|
2019
Q2 | $210K | Sell |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $273K | Sell |
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|
2018
Q3 | $380K | Buy |
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|
2018
Q2 | $453K | Buy |
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