J.P. Morgan Private Wealth Advisors’s Valmont Industries VMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,754
| Closed | -$291K | – | 1375 |
|
|
2017
Q4 | $291K | Hold |
1,754
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q3 | $278K | Sell |
1,754
-100
| -5% | -$15.8K | ﹤0.01% | 1042 |
|
|
2017
Q2 | $277K | Sell |
1,854
-36
| -2% | -$5.38K | ﹤0.01% | 1045 |
|
|
2017
Q1 | $294K | Sell |
1,890
-256
| -12% | -$39.8K | ﹤0.01% | 1078 |
|
|
2016
Q4 | $302K | Buy |
2,146
+59
| +3% | +$8.3K | ﹤0.01% | 989 |
|
|
2016
Q3 | $281K | Sell |
2,087
-43
| -2% | -$5.79K | ﹤0.01% | 1016 |
|
|
2016
Q2 | $288K | Sell |
2,130
-407
| -16% | -$55K | ﹤0.01% | 999 |
|
|
2016
Q1 | $314K | Buy |
+2,537
| New | +$314K | ﹤0.01% | 932 |
|
|
2013
Q3 | – | Sell |
-2,850
| Closed | -$408K | – | 664 |
|
|
2013
Q2 | $408K | Buy |
+2,850
| New | +$408K | 0.01% | 440 |
|