J.P. Morgan Private Wealth Advisors’s Standex International SXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,260
| Closed | -$326K | – | 1348 |
|
|
2017
Q1 | $326K | Hold |
3,260
| – | – | ﹤0.01% | 1031 |
|
|
2016
Q4 | $286K | Hold |
3,260
| – | – | ﹤0.01% | 1016 |
|
|
2016
Q3 | $303K | Buy |
3,260
+820
| +34% | +$76.2K | ﹤0.01% | 982 |
|
|
2016
Q2 | $202K | Buy |
+2,440
| New | +$202K | ﹤0.01% | 1155 |
|
|
2016
Q1 | – | Sell |
-2,440
| Closed | -$203K | – | 1296 |
|
|
2015
Q4 | $203K | Buy |
+2,440
| New | +$203K | ﹤0.01% | 1013 |
|
|
2015
Q2 | – | Sell |
-2,440
| Closed | -$200K | – | 1130 |
|
|
2015
Q1 | $200K | Buy |
+2,440
| New | +$200K | ﹤0.01% | 1045 |
|