J.P. Morgan Private Wealth Advisors’s Mitek Systems MITK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-41,249
| Closed | -$446K | – | 1489 |
|
|
2018
Q4 | $446K | Hold |
41,249
| – | – | ﹤0.01% | 1010 |
|
|
2018
Q3 | $291K | Buy |
41,249
+20,000
| +94% | +$141K | ﹤0.01% | 1311 |
|
|
2018
Q2 | $189K | Hold |
21,249
| – | – | ﹤0.01% | 1379 |
|
|
2018
Q1 | $157K | Hold |
21,249
| – | – | ﹤0.01% | 1200 |
|
|
2017
Q4 | $190K | Hold |
21,249
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q3 | $202K | Hold |
21,249
| – | – | ﹤0.01% | 1155 |
|
|
2017
Q2 | $178K | Buy |
+21,249
| New | +$178K | ﹤0.01% | 1161 |
|
|
2016
Q1 | – | Sell |
-36,249
| Closed | -$149K | – | 1277 |
|
|
2015
Q4 | $149K | Buy |
36,249
+1,250
| +4% | +$5.14K | ﹤0.01% | 1050 |
|
|
2015
Q3 | $112K | Buy |
34,999
+6,250
| +22% | +$20K | ﹤0.01% | 986 |
|
|
2015
Q2 | $109K | Buy |
28,749
+15,000
| +109% | +$56.9K | ﹤0.01% | 1013 |
|
|
2015
Q1 | $43K | Hold |
13,749
| – | – | ﹤0.01% | 1116 |
|
|
2014
Q4 | $46K | Buy |
+13,749
| New | +$46K | ﹤0.01% | 1073 |
|
|
2013
Q4 | – | Sell |
-12,350
| Closed | -$64K | – | 697 |
|
|
2013
Q3 | $64K | Buy |
+12,350
| New | +$64K | ﹤0.01% | 629 |
|