J.P. Morgan Private Wealth Advisors’s OSI Systems OSIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,065
| Closed | -$294K | – | 1259 |
|
|
2016
Q2 | $294K | Sell |
5,065
-375
| -7% | -$21.8K | ﹤0.01% | 989 |
|
|
2016
Q1 | $356K | Sell |
5,440
-40
| -0.7% | -$2.62K | ﹤0.01% | 879 |
|
|
2015
Q4 | $486K | Sell |
5,480
-256
| -4% | -$22.7K | 0.01% | 696 |
|
|
2015
Q3 | $441K | Hold |
5,736
| – | – | 0.01% | 660 |
|
|
2015
Q2 | $406K | Buy |
5,736
+25
| +0.4% | +$1.77K | ﹤0.01% | 750 |
|
|
2015
Q1 | $424K | Sell |
5,711
-884
| -13% | -$65.6K | ﹤0.01% | 774 |
|
|
2014
Q4 | $467K | Hold |
6,595
| – | – | 0.01% | 731 |
|
|
2014
Q3 | $419K | Buy |
6,595
+28
| +0.4% | +$1.78K | 0.01% | 750 |
|
|
2014
Q2 | $438K | Buy |
6,567
+267
| +4% | +$17.8K | 0.01% | 604 |
|
|
2014
Q1 | $377K | Buy |
+6,300
| New | +$377K | 0.01% | 657 |
|