J.P. Morgan Private Wealth Advisors’s STANCORP FINL GRP SFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,624
| Closed | -$868K | – | 1342 |
|
|
2015
Q4 | $868K | Sell |
7,624
-100
| -1% | -$11.4K | 0.01% | 550 |
|
|
2015
Q3 | $882K | Sell |
7,724
-750
| -9% | -$85.6K | 0.01% | 500 |
|
|
2015
Q2 | $641K | Sell |
8,474
-336
| -4% | -$25.4K | 0.01% | 605 |
|
|
2015
Q1 | $604K | Sell |
8,810
-475
| -5% | -$32.6K | 0.01% | 658 |
|
|
2014
Q4 | $649K | Sell |
9,285
-100
| -1% | -$6.99K | 0.01% | 634 |
|
|
2014
Q3 | $593K | Sell |
9,385
-32
| -0.3% | -$2.02K | 0.01% | 643 |
|
|
2014
Q2 | $603K | Sell |
9,417
-140
| -1% | -$8.97K | 0.01% | 514 |
|
|
2014
Q1 | $638K | Sell |
9,557
-228
| -2% | -$15.2K | 0.01% | 499 |
|
|
2013
Q4 | $648K | Buy |
9,785
+153
| +2% | +$10.1K | 0.01% | 408 |
|
|
2013
Q3 | $530K | Buy |
9,632
+97
| +1% | +$5.34K | 0.01% | 426 |
|
|
2013
Q2 | $471K | Buy |
+9,535
| New | +$471K | 0.01% | 417 |
|