J.P. Morgan Private Wealth Advisors’s Adeia ADEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-51,835
| Closed | -$466K | – | 1235 |
|
|
2017
Q1 | $466K | Sell |
51,835
-1,206
| -2% | -$10.8K | ﹤0.01% | 883 |
|
|
2016
Q4 | $620K | Buy |
53,041
+12,497
| +31% | +$146K | 0.01% | 731 |
|
|
2016
Q3 | $412K | Buy |
40,544
+7,095
| +21% | +$72.1K | ﹤0.01% | 857 |
|
|
2016
Q2 | $271K | Buy |
33,449
+5,107
| +18% | +$41.4K | ﹤0.01% | 1023 |
|
|
2016
Q1 | $233K | Buy |
+28,342
| New | +$233K | ﹤0.01% | 1032 |
|
|
2015
Q2 | – | Sell |
-25,216
| Closed | -$269K | – | 1045 |
|
|
2015
Q1 | $269K | Sell |
25,216
-28,778
| -53% | -$307K | ﹤0.01% | 931 |
|
|
2014
Q4 | $511K | Sell |
53,994
-3,942
| -7% | -$37.3K | 0.01% | 700 |
|
|
2014
Q3 | $407K | Sell |
57,936
-2,646
| -4% | -$18.6K | 0.01% | 755 |
|
|
2014
Q2 | $354K | Buy |
60,582
+2,843
| +5% | +$16.6K | 0.01% | 669 |
|
|
2014
Q1 | $361K | Buy |
+57,739
| New | +$361K | 0.01% | 670 |
|