J.P. Morgan Private Wealth Advisors’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,000
| Closed | -$130K | – | 1359 |
|
|
2016
Q4 | $130K | Hold |
10,000
| – | – | ﹤0.01% | 1197 |
|
|
2016
Q3 | $109K | Hold |
10,000
| – | – | ﹤0.01% | 1179 |
|
|
2016
Q2 | $88K | Buy |
+10,000
| New | +$88K | ﹤0.01% | 1214 |
|
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$70K | – | 1287 |
|
|
2015
Q4 | $70K | Buy |
+10,000
| New | +$70K | ﹤0.01% | 1087 |
|