J.P. Morgan Private Wealth Advisors’s Baker Hughes BHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,306
| Closed | -$290K | – | 1309 |
|
|
2017
Q2 | $290K | Sell |
5,306
-108
| -2% | -$5.9K | ﹤0.01% | 1022 |
|
|
2017
Q1 | $324K | Buy |
5,414
+334
| +7% | +$20K | ﹤0.01% | 1035 |
|
|
2016
Q4 | $330K | Sell |
5,080
-2,359
| -32% | -$153K | ﹤0.01% | 967 |
|
|
2016
Q3 | $375K | Buy |
7,439
+1,026
| +16% | +$51.7K | ﹤0.01% | 897 |
|
|
2016
Q2 | $289K | Buy |
+6,413
| New | +$289K | ﹤0.01% | 998 |
|
|
2016
Q1 | – | Sell |
-6,085
| Closed | -$281K | – | 1334 |
|
|
2015
Q4 | $281K | Sell |
6,085
-2,259
| -27% | -$104K | ﹤0.01% | 891 |
|
|
2015
Q3 | $434K | Sell |
8,344
-4,471
| -35% | -$233K | 0.01% | 663 |
|
|
2015
Q2 | $790K | Buy |
12,815
+3,273
| +34% | +$202K | 0.01% | 557 |
|
|
2015
Q1 | $606K | Buy |
9,542
+2,005
| +27% | +$127K | 0.01% | 654 |
|
|
2014
Q4 | $423K | Sell |
7,537
-22
| -0.3% | -$1.24K | 0.01% | 775 |
|
|
2014
Q3 | $492K | Buy |
7,559
+468
| +7% | +$30.5K | 0.01% | 696 |
|
|
2014
Q2 | $528K | Sell |
7,091
-3,104
| -30% | -$231K | 0.01% | 549 |
|
|
2014
Q1 | $663K | Buy |
10,195
+615
| +6% | +$40K | 0.01% | 490 |
|
|
2013
Q4 | $529K | Buy |
9,580
+4,334
| +83% | +$239K | 0.01% | 442 |
|
|
2013
Q3 | $258K | Buy |
+5,246
| New | +$258K | 0.01% | 537 |
|