J.P. Morgan Private Wealth Advisors’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,238
| Closed | -$214K | – | 1574 |
|
|
2018
Q2 | $214K | Sell |
3,238
-603
| -16% | -$39.9K | ﹤0.01% | 1345 |
|
|
2018
Q1 | $284K | Buy |
+3,841
| New | +$284K | ﹤0.01% | 1064 |
|
|
2017
Q2 | – | Sell |
-23,363
| Closed | -$1.69M | – | 1259 |
|
|
2017
Q1 | $1.69M | Sell |
23,363
-606
| -3% | -$43.7K | 0.01% | 500 |
|
|
2016
Q4 | $1.72M | Sell |
23,969
-1,317
| -5% | -$94.3K | 0.01% | 469 |
|
|
2016
Q3 | $1.69M | Sell |
25,286
-1,505
| -6% | -$101K | 0.02% | 474 |
|
|
2016
Q2 | $1.78M | Sell |
26,791
-6,653
| -20% | -$442K | 0.02% | 469 |
|
|
2016
Q1 | $2.09M | Sell |
33,444
-13,840
| -29% | -$864K | 0.02% | 392 |
|
|
2015
Q4 | $2.58M | Sell |
47,284
-21,664
| -31% | -$1.18M | 0.03% | 327 |
|
|
2015
Q3 | $3.84M | Sell |
68,948
-2,521
| -4% | -$141K | 0.05% | 252 |
|
|
2015
Q2 | $4.43M | Buy |
71,469
+3,345
| +5% | +$207K | 0.05% | 254 |
|
|
2015
Q1 | $4.72M | Buy |
68,124
+53,678
| +372% | +$3.72M | 0.05% | 250 |
|
|
2014
Q4 | $899K | Sell |
14,446
-265
| -2% | -$16.5K | 0.01% | 555 |
|
|
2014
Q3 | $811K | Buy |
14,711
+1,761
| +14% | +$97.1K | 0.01% | 564 |
|
|
2014
Q2 | $759K | Sell |
12,950
-941
| -7% | -$55.2K | 0.01% | 465 |
|
|
2014
Q1 | $729K | Buy |
+13,891
| New | +$729K | 0.01% | 470 |
|