J.P. Morgan Private Wealth Advisors’s Swift Transportation Company SWFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,443
| Closed | -$330K | – | 1315 |
|
|
2017
Q2 | $330K | Sell |
12,443
-3,786
| -23% | -$100K | ﹤0.01% | 978 |
|
|
2017
Q1 | $334K | Sell |
16,229
-1,106
| -6% | -$22.8K | ﹤0.01% | 1025 |
|
|
2016
Q4 | $422K | Sell |
17,335
-7,816
| -31% | -$190K | ﹤0.01% | 867 |
|
|
2016
Q3 | $540K | Buy |
25,151
+2,488
| +11% | +$53.4K | 0.01% | 768 |
|
|
2016
Q2 | $349K | Buy |
22,663
+52
| +0.2% | +$801 | ﹤0.01% | 912 |
|
|
2016
Q1 | $421K | Buy |
+22,611
| New | +$421K | ﹤0.01% | 802 |
|