JP Morgan Private Wealth Advisors’s XP XP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$408K Sell
2023
Q2
$473K Sell
2023
Q1
$527K Buy
2022
Q4
$651K Sell
2022
Q3
$901K Buy
2022
Q2
$804K Buy
2022
Q1
$1.32M Buy