J.P. Morgan Private Wealth Advisors’s First of Long Island Corp FLIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,250
| Closed | -$213K | – | 1149 |
|
|
2014
Q4 | $213K | Buy |
+11,250
| New | +$213K | ﹤0.01% | 973 |
|
|
2014
Q3 | – | Sell |
-12,600
| Closed | -$219K | – | 1084 |
|
|
2014
Q2 | $219K | Sell |
12,600
-3,425
| -21% | -$59.5K | ﹤0.01% | 798 |
|
|
2014
Q1 | $289K | Sell |
16,025
-225
| -1% | -$4.06K | 0.01% | 723 |
|
|
2013
Q4 | $310K | Sell |
16,250
-675
| -4% | -$12.9K | 0.01% | 527 |
|
|
2013
Q3 | $292K | Buy |
+16,925
| New | +$292K | 0.01% | 515 |
|