J.P. Morgan Private Wealth Advisors’s Usg USG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100,508
| Closed | -$4.35M | – | 1498 |
|
|
2019
Q1 | $4.35M | Sell |
100,508
-251
| -0.2% | -$10.9K | 0.02% | 430 |
|
|
2018
Q4 | $4.3M | Buy |
100,759
+93,774
| +1,343% | +$4M | 0.03% | 390 |
|
|
2018
Q3 | $303K | Hold |
6,985
| – | – | ﹤0.01% | 1290 |
|
|
2018
Q2 | $301K | Sell |
6,985
-1,199
| -15% | -$51.7K | ﹤0.01% | 1205 |
|
|
2018
Q1 | $331K | Sell |
8,184
-542
| -6% | -$21.9K | ﹤0.01% | 1010 |
|
|
2017
Q4 | $336K | Sell |
8,726
-3,343
| -28% | -$129K | ﹤0.01% | 1011 |
|
|
2017
Q3 | $394K | Sell |
12,069
-614
| -5% | -$20K | ﹤0.01% | 939 |
|
|
2017
Q2 | $368K | Sell |
12,683
-2,140
| -14% | -$62.1K | ﹤0.01% | 939 |
|
|
2017
Q1 | $471K | Sell |
14,823
-26
| -0.2% | -$826 | ﹤0.01% | 880 |
|
|
2016
Q4 | $429K | Buy |
14,849
+2,566
| +21% | +$74.1K | ﹤0.01% | 860 |
|
|
2016
Q3 | $318K | Sell |
12,283
-431
| -3% | -$11.2K | ﹤0.01% | 969 |
|
|
2016
Q2 | $343K | Sell |
12,714
-1,319
| -9% | -$35.6K | ﹤0.01% | 920 |
|
|
2016
Q1 | $348K | Buy |
14,033
+5,657
| +68% | +$140K | ﹤0.01% | 889 |
|
|
2015
Q4 | $203K | Buy |
+8,376
| New | +$203K | ﹤0.01% | 1014 |
|
|
2015
Q3 | – | Sell |
-7,774
| Closed | -$216K | – | 1177 |
|
|
2015
Q2 | $216K | Buy |
7,774
+115
| +2% | +$3.2K | ﹤0.01% | 949 |
|
|
2015
Q1 | $204K | Buy |
+7,659
| New | +$204K | ﹤0.01% | 1032 |
|