J.P. Morgan Private Wealth Advisors’s Medidata Solutions, Inc. MDSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,747
| Closed | -$709K | – | 1536 |
|
|
2019
Q3 | $709K | Buy |
7,747
+2,051
| +36% | +$188K | ﹤0.01% | 883 |
|
|
2019
Q2 | $516K | Sell |
5,696
-72
| -1% | -$6.52K | ﹤0.01% | 973 |
|
|
2019
Q1 | $422K | Buy |
5,768
+15
| +0.3% | +$1.1K | ﹤0.01% | 1087 |
|
|
2018
Q4 | $388K | Buy |
5,753
+445
| +8% | +$30K | ﹤0.01% | 1057 |
|
|
2018
Q3 | $389K | Buy |
5,308
+2,306
| +77% | +$169K | ﹤0.01% | 1176 |
|
|
2018
Q2 | $242K | Buy |
+3,002
| New | +$242K | ﹤0.01% | 1287 |
|
|
2017
Q2 | – | Sell |
-3,630
| Closed | -$210K | – | 1393 |
|
|
2017
Q1 | $210K | Sell |
3,630
-1,307
| -26% | -$75.6K | ﹤0.01% | 1222 |
|
|
2016
Q4 | $245K | Sell |
4,937
-5,760
| -54% | -$286K | ﹤0.01% | 1086 |
|
|
2016
Q3 | $596K | Buy |
10,697
+111
| +1% | +$6.19K | 0.01% | 729 |
|
|
2016
Q2 | $496K | Sell |
10,586
-353
| -3% | -$16.5K | ﹤0.01% | 782 |
|
|
2016
Q1 | $423K | Sell |
10,939
-9,649
| -47% | -$373K | ﹤0.01% | 801 |
|
|
2015
Q4 | $1.01M | Sell |
20,588
-3,329
| -14% | -$164K | 0.01% | 524 |
|
|
2015
Q3 | $1.01M | Sell |
23,917
-9,770
| -29% | -$411K | 0.01% | 466 |
|
|
2015
Q2 | $1.83M | Buy |
33,687
+4,090
| +14% | +$222K | 0.02% | 385 |
|
|
2015
Q1 | $1.45M | Sell |
29,597
-24,350
| -45% | -$1.19M | 0.02% | 446 |
|
|
2014
Q4 | $2.58M | Buy |
53,947
+11,825
| +28% | +$565K | 0.03% | 341 |
|
|
2014
Q3 | $1.87M | Sell |
42,122
-4,380
| -9% | -$194K | 0.02% | 385 |
|
|
2014
Q2 | $1.99M | Sell |
46,502
-3,490
| -7% | -$149K | 0.03% | 297 |
|
|
2014
Q1 | $2.72M | Buy |
49,992
+22,151
| +80% | +$1.2M | 0.05% | 251 |
|
|
2013
Q4 | $1.68M | Buy |
+27,841
| New | +$1.68M | 0.03% | 273 |
|