J.P. Morgan Private Wealth Advisors’s Ashland ASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,106
| Closed | -$260K | – | 1451 |
|
|
2018
Q3 | $260K | Buy |
3,106
+105
| +3% | +$8.79K | ﹤0.01% | 1370 |
|
|
2018
Q2 | $235K | Buy |
+3,001
| New | +$235K | ﹤0.01% | 1298 |
|
|
2017
Q2 | – | Sell |
-3,814
| Closed | -$231K | – | 1240 |
|
|
2017
Q1 | $231K | Buy |
+3,814
| New | +$231K | ﹤0.01% | 1181 |
|
|
2016
Q3 | – | Sell |
-4,822
| Closed | -$271K | – | 1229 |
|
|
2016
Q2 | $271K | Sell |
4,822
-1,815
| -27% | -$102K | ﹤0.01% | 1024 |
|
|
2016
Q1 | $357K | Buy |
6,637
+920
| +16% | +$49.5K | ﹤0.01% | 878 |
|
|
2015
Q4 | $287K | Sell |
5,717
-49
| -0.8% | -$2.46K | ﹤0.01% | 885 |
|
|
2015
Q3 | $284K | Buy |
5,766
+1,809
| +46% | +$89.1K | ﹤0.01% | 811 |
|
|
2015
Q2 | $236K | Buy |
+3,957
| New | +$236K | ﹤0.01% | 927 |
|
|
2015
Q1 | – | Sell |
-3,614
| Closed | -$212K | – | 1136 |
|
|
2014
Q4 | $212K | Buy |
+3,614
| New | +$212K | ﹤0.01% | 976 |
|