J.P. Morgan Private Wealth Advisors’s Medallion Financial MFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,875
| Closed | -$76K | – | 1489 |
|
|
2019
Q3 | $76K | Buy |
+11,875
| New | +$76K | ﹤0.01% | 1399 |
|
|
2018
Q3 | – | Sell |
-10,000
| Closed | -$55K | – | 1592 |
|
|
2018
Q2 | $55K | Sell |
10,000
-10,000
| -50% | -$55K | ﹤0.01% | 1434 |
|
|
2018
Q1 | $93K | Sell |
20,000
-5,000
| -20% | -$23.3K | ﹤0.01% | 1226 |
|
|
2017
Q4 | $88K | Sell |
25,000
-2,000
| -7% | -$7.04K | ﹤0.01% | 1236 |
|
|
2017
Q3 | $59K | Hold |
27,000
| – | – | ﹤0.01% | 1212 |
|
|
2017
Q2 | $65K | Hold |
27,000
| – | – | ﹤0.01% | 1203 |
|
|
2017
Q1 | $53K | Hold |
27,000
| – | – | ﹤0.01% | 1308 |
|
|
2016
Q4 | $82K | Buy |
27,000
+4,500
| +20% | +$13.7K | ﹤0.01% | 1212 |
|
|
2016
Q3 | $95K | Hold |
22,500
| – | – | ﹤0.01% | 1186 |
|
|
2016
Q2 | $166K | Buy |
+22,500
| New | +$166K | ﹤0.01% | 1174 |
|