J.P. Morgan Private Wealth Advisors’s ESCO Technologies ESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,030
| Closed | -$525K | – | 1263 |
|
|
2017
Q1 | $525K | Sell |
9,030
-340
| -4% | -$19.8K | ﹤0.01% | 831 |
|
|
2016
Q4 | $531K | Sell |
9,370
-960
| -9% | -$54.4K | ﹤0.01% | 779 |
|
|
2016
Q3 | $480K | Hold |
10,330
| – | – | ﹤0.01% | 802 |
|
|
2016
Q2 | $413K | Buy |
10,330
+430
| +4% | +$17.2K | ﹤0.01% | 849 |
|
|
2016
Q1 | $386K | Buy |
9,900
+1,210
| +14% | +$47.2K | ﹤0.01% | 847 |
|
|
2015
Q4 | $314K | Hold |
8,690
| – | – | ﹤0.01% | 846 |
|
|
2015
Q3 | $312K | Buy |
8,690
+790
| +10% | +$28.4K | ﹤0.01% | 781 |
|
|
2015
Q2 | $296K | Hold |
7,900
| – | – | ﹤0.01% | 849 |
|
|
2015
Q1 | $308K | Buy |
+7,900
| New | +$308K | ﹤0.01% | 879 |
|