J.P. Morgan Private Wealth Advisors’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-44,073
| Closed | -$693K | – | 1487 |
|
|
2019
Q2 | $693K | Sell |
44,073
-5,516
| -11% | -$86.7K | ﹤0.01% | 872 |
|
|
2019
Q1 | $808K | Buy |
49,589
+6,302
| +15% | +$103K | ﹤0.01% | 864 |
|
|
2018
Q4 | $701K | Buy |
43,287
+5,039
| +13% | +$81.6K | ﹤0.01% | 858 |
|
|
2018
Q3 | $608K | Sell |
38,248
-3,452
| -8% | -$54.9K | ﹤0.01% | 1006 |
|
|
2018
Q2 | $695K | Buy |
41,700
+1,424
| +4% | +$23.7K | ﹤0.01% | 892 |
|
|
2018
Q1 | $688K | Buy |
40,276
+14,637
| +57% | +$250K | ﹤0.01% | 769 |
|
|
2017
Q4 | $446K | Buy |
25,639
+583
| +2% | +$10.1K | ﹤0.01% | 908 |
|
|
2017
Q3 | $411K | Sell |
25,056
-7,018
| -22% | -$115K | ﹤0.01% | 919 |
|
|
2017
Q2 | $513K | Buy |
32,074
+2,979
| +10% | +$47.6K | ﹤0.01% | 833 |
|
|
2017
Q1 | $452K | Buy |
29,095
+7,713
| +36% | +$120K | ﹤0.01% | 899 |
|
|
2016
Q4 | $324K | Buy |
21,382
+802
| +4% | +$12.2K | ﹤0.01% | 972 |
|
|
2016
Q3 | $321K | Sell |
20,580
-2,537
| -11% | -$39.6K | ﹤0.01% | 965 |
|
|
2016
Q2 | $380K | Buy |
+23,117
| New | +$380K | ﹤0.01% | 885 |
|
|
2015
Q1 | – | Sell |
-22,481
| Closed | -$381K | – | 1171 |
|
|
2014
Q4 | $381K | Sell |
22,481
-904
| -4% | -$15.3K | ﹤0.01% | 805 |
|
|
2014
Q3 | $345K | Buy |
23,385
+12,889
| +123% | +$190K | ﹤0.01% | 803 |
|
|
2014
Q2 | $166K | Sell |
10,496
-713
| -6% | -$11.3K | ﹤0.01% | 844 |
|
|
2014
Q1 | $165K | Buy |
+11,209
| New | +$165K | ﹤0.01% | 825 |
|