J.P. Morgan Private Wealth Advisors’s Empire State Realty Series ES ESBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-42,295
| Closed | -$599K | – | 1478 |
|
|
2018
Q4 | $599K | Sell |
42,295
-8,603
| -17% | -$122K | ﹤0.01% | 902 |
|
|
2018
Q3 | $849K | Buy |
+50,898
| New | +$849K | ﹤0.01% | 878 |
|
|
2018
Q1 | – | Sell |
-60,898
| Closed | -$1.26M | – | 1310 |
|
|
2017
Q4 | $1.26M | Hold |
60,898
| – | – | 0.01% | 599 |
|
|
2017
Q3 | $1.25M | Buy |
60,898
+17,967
| +42% | +$368K | 0.01% | 579 |
|
|
2017
Q2 | $892K | Hold |
42,931
| – | – | 0.01% | 653 |
|
|
2017
Q1 | $891K | Buy |
+42,931
| New | +$891K | 0.01% | 664 |
|
|
2014
Q4 | – | Sell |
-28,476
| Closed | -$420K | – | 1102 |
|
|
2014
Q3 | $420K | Buy |
+28,476
| New | +$420K | 0.01% | 749 |
|