J.P. Morgan Private Wealth Advisors’s News Corp Class B NWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-94,005
| Closed | -$1.27M | – | 1321 |
|
|
2017
Q1 | $1.27M | Sell |
94,005
-141
| -0.1% | -$1.9K | 0.01% | 567 |
|
|
2016
Q4 | $1.11M | Buy |
94,146
+2,000
| +2% | +$23.6K | 0.01% | 574 |
|
|
2016
Q3 | $1.31M | Sell |
92,146
-2,436
| -3% | -$34.6K | 0.01% | 525 |
|
|
2016
Q2 | $1.1M | Buy |
94,582
+1,447
| +2% | +$16.9K | 0.01% | 576 |
|
|
2016
Q1 | $1.23M | Buy |
93,135
+5,240
| +6% | +$69.4K | 0.01% | 504 |
|
|
2015
Q4 | $1.23M | Hold |
87,895
| – | – | 0.01% | 473 |
|
|
2015
Q3 | $1.13M | Buy |
87,895
+8,080
| +10% | +$104K | 0.01% | 443 |
|
|
2015
Q2 | $1.14M | Hold |
79,815
| – | – | 0.01% | 484 |
|
|
2015
Q1 | $1.27M | Buy |
79,815
+1,450
| +2% | +$23K | 0.01% | 471 |
|
|
2014
Q4 | $1.18M | Buy |
78,365
+31,515
| +67% | +$475K | 0.01% | 493 |
|
|
2014
Q3 | $756K | Buy |
46,850
+5,400
| +13% | +$87.1K | 0.01% | 583 |
|
|
2014
Q2 | $723K | Sell |
41,450
-966
| -2% | -$16.9K | 0.01% | 477 |
|
|
2014
Q1 | $709K | Buy |
+42,416
| New | +$709K | 0.01% | 476 |
|