J.P. Morgan Private Wealth Advisors’s USD PARTNERS LP USDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,335
| Closed | -$47K | – | 1607 |
|
|
2020
Q1 | $47K | Hold |
16,335
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q4 | $162K | Hold |
16,335
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q3 | $171K | Sell |
16,335
-1,195
| -7% | -$12.5K | ﹤0.01% | 1360 |
|
|
2019
Q2 | $198K | Hold |
17,530
| – | – | ﹤0.01% | 1301 |
|
|
2019
Q1 | $190K | Buy |
17,530
+1,301
| +8% | +$14.1K | ﹤0.01% | 1381 |
|
|
2018
Q4 | $170K | Sell |
16,229
-644
| -4% | -$6.75K | ﹤0.01% | 1356 |
|
|
2018
Q3 | $163K | Hold |
16,873
| – | – | ﹤0.01% | 1497 |
|
|
2018
Q2 | $181K | Buy |
+16,873
| New | +$181K | ﹤0.01% | 1383 |
|