J.P. Morgan Private Wealth Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-29,360
| Closed | -$889K | – | 1248 |
|
|
2017
Q1 | $889K | Sell |
29,360
-640
| -2% | -$19.4K | 0.01% | 668 |
|
|
2016
Q4 | $931K | Buy |
30,000
+2,570
| +9% | +$79.8K | 0.01% | 612 |
|
|
2016
Q3 | $636K | Hold |
27,430
| – | – | 0.01% | 709 |
|
|
2016
Q2 | $623K | Buy |
27,430
+4,060
| +17% | +$92.2K | 0.01% | 711 |
|
|
2016
Q1 | $497K | Buy |
23,370
+4,930
| +27% | +$105K | ﹤0.01% | 759 |
|
|
2015
Q4 | $442K | Buy |
18,440
+1,680
| +10% | +$40.3K | ﹤0.01% | 732 |
|
|
2015
Q3 | $398K | Sell |
16,760
-79
| -0.5% | -$1.88K | 0.01% | 702 |
|
|
2015
Q2 | $434K | Buy |
16,839
+1,520
| +10% | +$39.2K | 0.01% | 722 |
|
|
2015
Q1 | $356K | Buy |
15,319
+1,750
| +13% | +$40.7K | ﹤0.01% | 828 |
|
|
2014
Q4 | $306K | Sell |
13,569
-40
| -0.3% | -$902 | ﹤0.01% | 865 |
|
|
2014
Q3 | $274K | Sell |
13,609
-4,479
| -25% | -$90.2K | ﹤0.01% | 871 |
|
|
2014
Q2 | $444K | Buy |
18,088
+1,292
| +8% | +$31.7K | 0.01% | 598 |
|
|
2014
Q1 | $419K | Buy |
+16,796
| New | +$419K | 0.01% | 622 |
|