J.P. Morgan Private Wealth Advisors’s ClearBridge American Energy MLP CBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-39,610
| Closed | -$312K | – | 1656 |
|
|
2018
Q3 | $312K | Buy |
39,610
+750
| +2% | +$5.91K | ﹤0.01% | 1273 |
|
|
2018
Q2 | $293K | Buy |
+38,860
| New | +$293K | ﹤0.01% | 1216 |
|
|
2018
Q1 | – | Sell |
-18,200
| Closed | -$150K | – | 1419 |
|
|
2017
Q4 | $150K | Buy |
+18,200
| New | +$150K | ﹤0.01% | 1214 |
|