J.P. Morgan Private Wealth Advisors’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-15,122
| Closed | -$163K | – | 1518 |
|
|
2018
Q1 | $163K | Hold |
15,122
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q4 | $166K | Hold |
15,122
| – | – | ﹤0.01% | 1206 |
|
|
2017
Q3 | $144K | Sell |
15,122
-2,702
| -15% | -$25.7K | ﹤0.01% | 1181 |
|
|
2017
Q2 | $165K | Sell |
17,824
-1
| -0% | -$9 | ﹤0.01% | 1167 |
|
|
2017
Q1 | $129K | Hold |
17,825
| – | – | ﹤0.01% | 1285 |
|
|
2016
Q4 | $137K | Sell |
17,825
-2
| -0% | -$15 | ﹤0.01% | 1193 |
|
|
2016
Q3 | $109K | Sell |
17,827
-1
| -0% | -$6 | ﹤0.01% | 1180 |
|
|
2016
Q2 | $110K | Buy |
+17,828
| New | +$110K | ﹤0.01% | 1204 |
|