J.P. Morgan Private Wealth Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,443
| Closed | -$215K | – | 1546 |
|
|
2018
Q4 | $215K | Sell |
11,443
-10,093
| -47% | -$190K | ﹤0.01% | 1312 |
|
|
2018
Q3 | $363K | Hold |
21,536
| – | – | ﹤0.01% | 1208 |
|
|
2018
Q2 | $359K | Buy |
21,536
+10,093
| +88% | +$168K | ﹤0.01% | 1140 |
|
|
2018
Q1 | $167K | Hold |
11,443
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q4 | $183K | Hold |
11,443
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q3 | $208K | Hold |
11,443
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q2 | $194K | Hold |
11,443
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q1 | $204K | Hold |
11,443
| – | – | ﹤0.01% | 1238 |
|
|
2016
Q4 | $212K | Hold |
11,443
| – | – | ﹤0.01% | 1141 |
|
|
2016
Q3 | $198K | Hold |
11,443
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q2 | $190K | Hold |
11,443
| – | – | ﹤0.01% | 1164 |
|
|
2016
Q1 | $183K | Buy |
11,443
+1,350
| +13% | +$21.6K | ﹤0.01% | 1096 |
|
|
2015
Q4 | $136K | Hold |
10,093
| – | – | ﹤0.01% | 1061 |
|
|
2015
Q3 | $139K | Buy |
+10,093
| New | +$139K | ﹤0.01% | 970 |
|
|
2015
Q2 | – | Sell |
-10,093
| Closed | -$151K | – | 1168 |
|
|
2015
Q1 | $151K | Hold |
10,093
| – | – | ﹤0.01% | 1068 |
|
|
2014
Q4 | $148K | Buy |
+10,093
| New | +$148K | ﹤0.01% | 1028 |
|