J.P. Morgan Private Wealth Advisors’s USB AG (NEW) OUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-118,436
| Closed | -$1.96M | – | 1204 |
|
|
2014
Q4 | $1.96M | Sell |
118,436
-7,134
| -6% | -$118K | 0.02% | 379 |
|
|
2014
Q3 | $2.18M | Buy |
+125,570
| New | +$2.18M | 0.03% | 355 |
|
|
2014
Q2 | – | Sell |
-11,008
| Closed | -$228K | – | 947 |
|
|
2014
Q1 | $228K | Buy |
+11,008
| New | +$228K | ﹤0.01% | 783 |
|