JP Morgan Private Wealth Advisors’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $182K | Sell |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $183K | Hold |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $188K | Hold |
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|
2020
Q3 | $195K | Hold |
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|
2020
Q2 | $175K | Hold |
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|
2020
Q1 | $154K | Hold |
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|
2019
Q4 | $189K | Hold |
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|
2019
Q3 | $189K | Hold |
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|
2019
Q2 | $200K | Hold |
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|
2019
Q1 | $192K | Hold |
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|
2018
Q4 | $187K | Hold |
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|
2018
Q3 | $195K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $72K | Buy |
|