JP Morgan Private Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $914K | Buy |
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|
2022
Q2 | $918K | Buy |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $2.66M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $798K | Buy |
|