J.P. Morgan Private Wealth Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,514
| Closed | -$610K | – | 953 |
|
|
2014
Q1 | $610K | Buy |
4,514
+362
| +9% | +$48.9K | 0.01% | 512 |
|
|
2013
Q4 | $575K | Sell |
4,152
-372
| -8% | -$51.5K | 0.01% | 426 |
|
|
2013
Q3 | $545K | Buy |
4,524
+567
| +14% | +$68.3K | 0.01% | 422 |
|
|
2013
Q2 | $401K | Buy |
+3,957
| New | +$401K | 0.01% | 445 |
|