J.P. Morgan Private Wealth Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-14,350
| Closed | -$14K | – | 1349 |
|
|
2016
Q1 | $14K | Buy |
14,350
+4,175
| +41% | +$4.07K | ﹤0.01% | 1229 |
|
|
2015
Q4 | $8K | Hold |
10,175
| – | – | ﹤0.01% | 1151 |
|
|
2015
Q3 | $5K | Buy |
+10,175
| New | +$5K | ﹤0.01% | 1054 |
|
|
2015
Q1 | – | Sell |
-15,683
| Closed | -$33K | – | 1187 |
|
|
2014
Q4 | $33K | Sell |
15,683
-285,183
| -95% | -$600K | ﹤0.01% | 1079 |
|
|
2014
Q3 | $2.03M | Buy |
300,866
+108,668
| +57% | +$734K | 0.03% | 371 |
|
|
2014
Q2 | $1.88M | Sell |
192,198
-1,103
| -0.6% | -$10.8K | 0.03% | 306 |
|
|
2014
Q1 | $1.62M | Buy |
193,301
+13,585
| +8% | +$114K | 0.03% | 317 |
|
|
2013
Q4 | $1.5M | Sell |
179,716
-230,113
| -56% | -$1.92M | 0.03% | 292 |
|
|
2013
Q3 | $4.56M | Sell |
409,829
-1,319
| -0.3% | -$14.7K | 0.1% | 186 |
|
|
2013
Q2 | $4.35M | Buy |
+411,148
| New | +$4.35M | 0.11% | 180 |
|