J.P. Morgan Private Wealth Advisors’s Greif GEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,198
| Closed | -$215K | – | 1344 |
|
|
2016
Q4 | $215K | Sell |
4,198
-652
| -13% | -$33.4K | ﹤0.01% | 1134 |
|
|
2016
Q3 | $241K | Sell |
4,850
-4,155
| -46% | -$206K | ﹤0.01% | 1073 |
|
|
2016
Q2 | $336K | Sell |
9,005
-1,995
| -18% | -$74.4K | ﹤0.01% | 932 |
|
|
2016
Q1 | $360K | Buy |
11,000
+1,000
| +10% | +$32.7K | ﹤0.01% | 875 |
|
|
2015
Q4 | $308K | Sell |
10,000
-2,006
| -17% | -$61.8K | ﹤0.01% | 854 |
|
|
2015
Q3 | $383K | Sell |
12,006
-4,262
| -26% | -$136K | ﹤0.01% | 709 |
|
|
2015
Q2 | $583K | Buy |
16,268
+6,772
| +71% | +$243K | 0.01% | 625 |
|
|
2015
Q1 | $373K | Hold |
9,496
| – | – | ﹤0.01% | 814 |
|
|
2014
Q4 | $448K | Buy |
9,496
+3,100
| +48% | +$146K | 0.01% | 747 |
|
|
2014
Q3 | $280K | Buy |
+6,396
| New | +$280K | ﹤0.01% | 866 |
|