J.P. Morgan Private Wealth Advisors’s DHI Group DHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-68,435
| Closed | -$271K | – | 1258 |
|
|
2017
Q1 | $271K | Sell |
68,435
-207
| -0.3% | -$820 | ﹤0.01% | 1109 |
|
|
2016
Q4 | $429K | Buy |
68,642
+140
| +0.2% | +$875 | ﹤0.01% | 859 |
|
|
2016
Q3 | $541K | Sell |
68,502
-352
| -0.5% | -$2.78K | 0.01% | 767 |
|
|
2016
Q2 | $429K | Sell |
68,854
-512
| -0.7% | -$3.19K | ﹤0.01% | 834 |
|
|
2016
Q1 | $560K | Buy |
69,366
+4,363
| +7% | +$35.2K | 0.01% | 713 |
|
|
2015
Q4 | $596K | Hold |
65,003
| – | – | 0.01% | 634 |
|
|
2015
Q3 | $475K | Sell |
65,003
-3,250
| -5% | -$23.7K | 0.01% | 636 |
|
|
2015
Q2 | $607K | Buy |
+68,253
| New | +$607K | 0.01% | 618 |
|
|
2015
Q1 | – | Sell |
-59,528
| Closed | -$596K | – | 1145 |
|
|
2014
Q4 | $596K | Sell |
59,528
-12,397
| -17% | -$124K | 0.01% | 655 |
|
|
2014
Q3 | $603K | Hold |
71,925
| – | – | 0.01% | 640 |
|
|
2014
Q2 | $547K | Buy |
71,925
+615
| +0.9% | +$4.68K | 0.01% | 536 |
|
|
2014
Q1 | $532K | Buy |
+71,310
| New | +$532K | 0.01% | 550 |
|
|
2013
Q4 | – | Sell |
-15,723
| Closed | -$134K | – | 658 |
|
|
2013
Q3 | $134K | Hold |
15,723
| – | – | ﹤0.01% | 614 |
|
|
2013
Q2 | $145K | Buy |
+15,723
| New | +$145K | ﹤0.01% | 594 |
|