J.P. Morgan Private Wealth Advisors’s TrueCar TRUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,810
| Closed | -$85K | – | 1271 |
|
|
2016
Q2 | $85K | Sell |
10,810
-400
| -4% | -$3.15K | ﹤0.01% | 1215 |
|
|
2016
Q1 | $63K | Sell |
11,210
-235
| -2% | -$1.32K | ﹤0.01% | 1176 |
|
|
2015
Q4 | $109K | Hold |
11,445
| – | – | ﹤0.01% | 1071 |
|
|
2015
Q3 | $60K | Buy |
+11,445
| New | +$60K | ﹤0.01% | 1017 |
|
|
2015
Q2 | – | Sell |
-11,445
| Closed | -$204K | – | 1135 |
|
|
2015
Q1 | $204K | Buy |
+11,445
| New | +$204K | ﹤0.01% | 1031 |
|