J.P. Morgan Private Wealth Advisors’s Omega Flex OFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-22,835
| Closed | -$860K | – | 1114 |
|
|
2015
Q2 | $860K | Hold |
22,835
| – | – | 0.01% | 542 |
|
|
2015
Q1 | $574K | Hold |
22,835
| – | – | 0.01% | 681 |
|
|
2014
Q4 | $863K | Hold |
22,835
| – | – | 0.01% | 566 |
|
|
2014
Q3 | $444K | Hold |
22,835
| – | – | 0.01% | 724 |
|
|
2014
Q2 | $448K | Sell |
22,835
-1,500
| -6% | -$29.4K | 0.01% | 597 |
|
|
2014
Q1 | $522K | Buy |
+24,335
| New | +$522K | 0.01% | 553 |
|