J.P. Morgan Private Wealth Advisors’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,425
| Closed | -$180K | – | 1294 |
|
|
2017
Q3 | $180K | Buy |
+10,425
| New | +$180K | ﹤0.01% | 1167 |
|
|
2016
Q3 | – | Sell |
-11,807
| Closed | -$145K | – | 1237 |
|
|
2016
Q2 | $145K | Sell |
11,807
-848
| -7% | -$10.4K | ﹤0.01% | 1191 |
|
|
2016
Q1 | $191K | Sell |
12,655
-2,046
| -14% | -$30.9K | ﹤0.01% | 1090 |
|
|
2015
Q4 | $317K | Sell |
14,701
-313
| -2% | -$6.75K | ﹤0.01% | 844 |
|
|
2015
Q3 | $361K | Sell |
15,014
-5,326
| -26% | -$128K | ﹤0.01% | 727 |
|
|
2015
Q2 | $548K | Buy |
20,340
+348
| +2% | +$9.38K | 0.01% | 644 |
|
|
2015
Q1 | $620K | Buy |
19,992
+655
| +3% | +$20.3K | 0.01% | 646 |
|
|
2014
Q4 | $518K | Sell |
19,337
-3,799
| -16% | -$102K | 0.01% | 693 |
|
|
2014
Q3 | $720K | Buy |
23,136
+10,633
| +85% | +$331K | 0.01% | 601 |
|
|
2014
Q2 | $393K | Buy |
12,503
+323
| +3% | +$10.2K | 0.01% | 633 |
|
|
2014
Q1 | $465K | Buy |
12,180
+656
| +6% | +$25K | 0.01% | 589 |
|
|
2013
Q4 | $474K | Buy |
11,524
+796
| +7% | +$32.7K | 0.01% | 461 |
|
|
2013
Q3 | $419K | Hold |
10,728
| – | – | 0.01% | 460 |
|
|
2013
Q2 | $383K | Buy |
+10,728
| New | +$383K | 0.01% | 455 |
|