J.P. Morgan Private Wealth Advisors’s Infinity Property & Casualty C IPCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-16,227
| Closed | -$2.31M | – | 1630 |
|
|
2018
Q2 | $2.31M | Sell |
16,227
-81
| -0.5% | -$11.5K | 0.01% | 574 |
|
|
2018
Q1 | $1.93M | Buy |
16,308
+163
| +1% | +$19.3K | 0.01% | 491 |
|
|
2017
Q4 | $1.71M | Buy |
16,145
+580
| +4% | +$61.5K | 0.01% | 522 |
|
|
2017
Q3 | $1.47M | Hold |
15,565
| – | – | 0.01% | 533 |
|
|
2017
Q2 | $1.46M | Sell |
15,565
-82
| -0.5% | -$7.71K | 0.01% | 525 |
|
|
2017
Q1 | $1.49M | Sell |
15,647
-799
| -5% | -$76.3K | 0.01% | 535 |
|
|
2016
Q4 | $1.45M | Buy |
16,446
+860
| +6% | +$75.6K | 0.01% | 504 |
|
|
2016
Q3 | $1.29M | Sell |
15,586
-267
| -2% | -$22.1K | 0.01% | 530 |
|
|
2016
Q2 | $1.28M | Sell |
15,853
-378
| -2% | -$30.5K | 0.01% | 536 |
|
|
2016
Q1 | $1.31M | Buy |
16,231
+82
| +0.5% | +$6.6K | 0.01% | 495 |
|
|
2015
Q4 | $1.33M | Buy |
16,149
+902
| +6% | +$74.2K | 0.01% | 459 |
|
|
2015
Q3 | $1.23M | Sell |
15,247
-44
| -0.3% | -$3.54K | 0.02% | 427 |
|
|
2015
Q2 | $1.16M | Hold |
15,291
| – | – | 0.01% | 478 |
|
|
2015
Q1 | $1.26M | Hold |
15,291
| – | – | 0.01% | 473 |
|
|
2014
Q4 | $1.18M | Buy |
15,291
+790
| +5% | +$61K | 0.01% | 494 |
|
|
2014
Q3 | $928K | Hold |
14,501
| – | – | 0.01% | 533 |
|
|
2014
Q2 | $975K | Sell |
14,501
-98
| -0.7% | -$6.59K | 0.02% | 417 |
|
|
2014
Q1 | $987K | Sell |
14,599
-327
| -2% | -$22.1K | 0.02% | 408 |
|
|
2013
Q4 | $1.07M | Buy |
14,926
+958
| +7% | +$68.7K | 0.02% | 333 |
|
|
2013
Q3 | $902K | Buy |
13,968
+17
| +0.1% | +$1.1K | 0.02% | 349 |
|
|
2013
Q2 | $834K | Buy |
+13,951
| New | +$834K | 0.02% | 343 |
|