J.P. Morgan Private Wealth Advisors’s Advisory Board Co/The ABCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,532
| Closed | -$404K | – | 1339 |
|
|
2017
Q3 | $404K | Buy |
7,532
+990
| +15% | +$53.1K | ﹤0.01% | 929 |
|
|
2017
Q2 | $337K | Buy |
6,542
+445
| +7% | +$22.9K | ﹤0.01% | 973 |
|
|
2017
Q1 | $285K | Buy |
+6,097
| New | +$285K | ﹤0.01% | 1088 |
|
|
2016
Q1 | – | Sell |
-6,224
| Closed | -$309K | – | 1333 |
|
|
2015
Q4 | $309K | Buy |
6,224
+1,833
| +42% | +$91K | ﹤0.01% | 853 |
|
|
2015
Q3 | $200K | Buy |
4,391
+285
| +7% | +$13K | ﹤0.01% | 940 |
|
|
2015
Q2 | $224K | Hold |
4,106
| – | – | ﹤0.01% | 940 |
|
|
2015
Q1 | $219K | Buy |
+4,106
| New | +$219K | ﹤0.01% | 1009 |
|
|
2014
Q2 | – | Sell |
-3,823
| Closed | -$245K | – | 940 |
|
|
2014
Q1 | $245K | Buy |
+3,823
| New | +$245K | ﹤0.01% | 767 |
|