JP Morgan Private Wealth Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $539K | Sell |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $853K | Sell |
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|
2021
Q3 | $927K | Hold |
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|
2021
Q2 | $732K | Buy |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $607K | Buy |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $331K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $268K | Buy |
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|
2019
Q2 | $343K | Hold |
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|
2019
Q1 | $300K | Buy |
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