J.P. Morgan Private Wealth Advisors’s Bemis BMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-4,176
| Closed | -$232K | – | 1495 |
|
2019
Q1 | $232K | Sell |
4,176
-600
| -13% | -$33.3K | ﹤0.01% | 1323 |
|
2018
Q4 | $219K | Sell |
4,776
-1,971
| -29% | -$90.4K | ﹤0.01% | 1305 |
|
2018
Q3 | $328K | Sell |
6,747
-370
| -5% | -$18K | ﹤0.01% | 1249 |
|
2018
Q2 | $300K | Sell |
7,117
-628
| -8% | -$26.5K | ﹤0.01% | 1206 |
|
2018
Q1 | $337K | Sell |
7,745
-191
| -2% | -$8.31K | ﹤0.01% | 1007 |
|
2017
Q4 | $379K | Sell |
7,936
-664
| -8% | -$31.7K | ﹤0.01% | 969 |
|
2017
Q3 | $392K | Sell |
8,600
-1,748
| -17% | -$79.7K | ﹤0.01% | 942 |
|
2017
Q2 | $479K | Sell |
10,348
-2,740
| -21% | -$127K | ﹤0.01% | 851 |
|
2017
Q1 | $639K | Sell |
13,088
-12,594
| -49% | -$615K | ﹤0.01% | 772 |
|
2016
Q4 | $1.23M | Sell |
25,682
-15,181
| -37% | -$726K | 0.01% | 544 |
|
2016
Q3 | $2.08M | Sell |
40,863
-2,617
| -6% | -$133K | 0.02% | 428 |
|
2016
Q2 | $2.24M | Buy |
43,480
+1,077
| +3% | +$55.4K | 0.02% | 417 |
|
2016
Q1 | $2.2M | Buy |
42,403
+8,789
| +26% | +$455K | 0.02% | 383 |
|
2015
Q4 | $1.5M | Buy |
33,614
+25,838
| +332% | +$1.15M | 0.02% | 436 |
|
2015
Q3 | $308K | Buy |
+7,776
| New | +$308K | ﹤0.01% | 783 |
|
2014
Q3 | – | Sell |
-135,057
| Closed | -$5.49M | – | 1110 |
|
2014
Q2 | $5.49M | Buy |
135,057
+124,609
| +1,193% | +$5.07M | 0.09% | 200 |
|
2014
Q1 | $410K | Sell |
10,448
-3,396
| -25% | -$133K | 0.01% | 633 |
|
2013
Q4 | $567K | Buy |
13,844
+250
| +2% | +$10.2K | 0.01% | 431 |
|
2013
Q3 | $530K | Buy |
13,594
+138
| +1% | +$5.38K | 0.01% | 425 |
|
2013
Q2 | $527K | Buy |
+13,456
| New | +$527K | 0.01% | 406 |
|