J.P. Morgan Private Wealth Advisors’s Sotheby's BID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,299
| Closed | -$240K | – | 1323 |
|
|
2015
Q4 | $240K | Sell |
9,299
-3,410
| -27% | -$88K | ﹤0.01% | 959 |
|
|
2015
Q3 | $406K | Buy |
12,709
+5,331
| +72% | +$170K | 0.01% | 690 |
|
|
2015
Q2 | $334K | Sell |
7,378
-53
| -0.7% | -$2.4K | ﹤0.01% | 810 |
|
|
2015
Q1 | $314K | Buy |
7,431
+900
| +14% | +$38K | ﹤0.01% | 872 |
|
|
2014
Q4 | $282K | Buy |
6,531
+311
| +5% | +$13.4K | ﹤0.01% | 893 |
|
|
2014
Q3 | $222K | Buy |
6,220
+1,266
| +26% | +$45.2K | ﹤0.01% | 947 |
|
|
2014
Q2 | $208K | Buy |
+4,954
| New | +$208K | ﹤0.01% | 814 |
|