J.P. Morgan Private Wealth Advisors’s BT Group plc (ADR) BT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-20,203
| Closed | -$647K | – | 1340 |
|
|
2016
Q1 | $647K | Sell |
20,203
-2,974
| -13% | -$95.2K | 0.01% | 671 |
|
|
2015
Q4 | $802K | Buy |
+23,177
| New | +$802K | 0.01% | 577 |
|
|
2015
Q3 | – | Sell |
-18,974
| Closed | -$672K | – | 1174 |
|
|
2015
Q2 | $672K | Buy |
18,974
+1,438
| +8% | +$50.9K | 0.01% | 591 |
|
|
2015
Q1 | $571K | Buy |
17,536
+3,156
| +22% | +$103K | 0.01% | 685 |
|
|
2014
Q4 | $446K | Buy |
14,380
+1,454
| +11% | +$45.1K | 0.01% | 754 |
|
|
2014
Q3 | $398K | Buy |
+12,926
| New | +$398K | 0.01% | 765 |
|