J.P. Morgan Private Wealth Advisors’s Redwood Trust RWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,430
| Closed | -$189K | – | 1523 |
|
|
2019
Q4 | $189K | Buy |
+11,430
| New | +$189K | ﹤0.01% | 1409 |
|
|
2017
Q4 | – | Sell |
-10,885
| Closed | -$177K | – | 1317 |
|
|
2017
Q3 | $177K | Hold |
10,885
| – | – | ﹤0.01% | 1168 |
|
|
2017
Q2 | $185K | Buy |
10,885
+459
| +4% | +$7.8K | ﹤0.01% | 1160 |
|
|
2017
Q1 | $173K | Sell |
10,426
-5,452
| -34% | -$90.5K | ﹤0.01% | 1260 |
|
|
2016
Q4 | $241K | Buy |
15,878
+336
| +2% | +$5.1K | ﹤0.01% | 1095 |
|
|
2016
Q3 | $220K | Buy |
15,542
+1,665
| +12% | +$23.6K | ﹤0.01% | 1112 |
|
|
2016
Q2 | $192K | Sell |
13,877
-1,600
| -10% | -$22.1K | ﹤0.01% | 1161 |
|
|
2016
Q1 | $202K | Buy |
+15,477
| New | +$202K | ﹤0.01% | 1080 |
|