J.P. Morgan Private Wealth Advisors’s Forum Energy Technologies FET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-506
| Closed | -$2K | – | 1565 |
|
2020
Q1 | $2K | Hold |
506
| – | – | ﹤0.01% | 1416 |
|
2019
Q4 | $17K | Buy |
+506
| New | +$17K | ﹤0.01% | 1460 |
|
2017
Q2 | – | Sell |
-736
| Closed | -$305K | – | 1266 |
|
2017
Q1 | $305K | Sell |
736
-4
| -0.5% | -$1.66K | ﹤0.01% | 1058 |
|
2016
Q4 | $325K | Buy |
740
+18
| +2% | +$7.91K | ﹤0.01% | 969 |
|
2016
Q3 | $287K | Hold |
722
| – | – | ﹤0.01% | 1006 |
|
2016
Q2 | $250K | Sell |
722
-35
| -5% | -$12.1K | ﹤0.01% | 1057 |
|
2016
Q1 | $200K | Buy |
757
+35
| +5% | +$9.25K | ﹤0.01% | 1083 |
|
2015
Q4 | $180K | Buy |
722
+120
| +20% | +$29.9K | ﹤0.01% | 1029 |
|
2015
Q3 | $147K | Sell |
602
-5
| -0.8% | -$1.22K | ﹤0.01% | 963 |
|
2015
Q2 | $246K | Buy |
607
+4
| +0.7% | +$1.62K | ﹤0.01% | 915 |
|
2015
Q1 | $236K | Sell |
603
-30
| -5% | -$11.7K | ﹤0.01% | 979 |
|
2014
Q4 | $262K | Buy |
633
+48
| +8% | +$19.9K | ﹤0.01% | 923 |
|
2014
Q3 | $358K | Hold |
585
| – | – | ﹤0.01% | 790 |
|
2014
Q2 | $426K | Sell |
585
-168
| -22% | -$122K | 0.01% | 611 |
|
2014
Q1 | $466K | Buy |
+753
| New | +$466K | 0.01% | 587 |
|