J.P. Morgan Private Wealth Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-49,555
| Closed | -$873K | – | 1432 |
|
|
2019
Q2 | $873K | Sell |
49,555
-1,351
| -3% | -$23.8K | ﹤0.01% | 792 |
|
|
2019
Q1 | $983K | Buy |
50,906
+1,500
| +3% | +$29K | 0.01% | 803 |
|
|
2018
Q4 | $834K | Buy |
49,406
+2,000
| +4% | +$33.8K | 0.01% | 813 |
|
|
2018
Q3 | $1.13M | Buy |
47,406
+1,000
| +2% | +$23.9K | 0.01% | 785 |
|
|
2018
Q2 | $1.16M | Buy |
+46,406
| New | +$1.16M | 0.01% | 727 |
|