J.P. Morgan Private Wealth Advisors’s MARKETO INC COM STK (DE) MKTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-170,958
| Closed | -$5.95M | – | 1315 |
|
|
2016
Q2 | $5.95M | Sell |
170,958
-169,413
| -50% | -$5.9M | 0.06% | 245 |
|
|
2016
Q1 | $6.66M | Buy |
340,371
+173,889
| +104% | +$3.4M | 0.06% | 220 |
|
|
2015
Q4 | $4.78M | Buy |
166,482
+1,065
| +0.6% | +$30.6K | 0.05% | 237 |
|
|
2015
Q3 | $4.7M | Buy |
165,417
+1,043
| +0.6% | +$29.6K | 0.06% | 231 |
|
|
2015
Q2 | $4.61M | Buy |
164,374
+105
| +0.1% | +$2.95K | 0.05% | 251 |
|
|
2015
Q1 | $4.21M | Buy |
164,269
+43,450
| +36% | +$1.11M | 0.05% | 263 |
|
|
2014
Q4 | $3.95M | Hold |
120,819
| – | – | 0.05% | 271 |
|
|
2014
Q3 | $3.9M | Buy |
+120,819
| New | +$3.9M | 0.05% | 276 |
|