J.P. Morgan Private Wealth Advisors’s Civitas Resources CIVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-125
| Closed | -$74K | – | 1250 |
|
|
2015
Q4 | $74K | Sell |
125
-12
| -9% | -$7.1K | ﹤0.01% | 1085 |
|
|
2015
Q3 | $62K | Buy |
137
+26
| +23% | +$11.8K | ﹤0.01% | 1014 |
|
|
2015
Q2 | $225K | Buy |
+111
| New | +$225K | ﹤0.01% | 937 |
|
|
2014
Q4 | – | Sell |
-56
| Closed | -$354K | – | 1095 |
|
|
2014
Q3 | $354K | Hold |
56
| – | – | ﹤0.01% | 794 |
|
|
2014
Q2 | $356K | Sell |
56
-12
| -18% | -$76.3K | 0.01% | 667 |
|
|
2014
Q1 | $337K | Buy |
+68
| New | +$337K | 0.01% | 686 |
|