J.P. Morgan Private Wealth Advisors’s XL Group Ltd. XL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,448
| Closed | -$508K | – | 1416 |
|
|
2017
Q4 | $508K | Buy |
14,448
+591
| +4% | +$20.8K | ﹤0.01% | 864 |
|
|
2017
Q3 | $547K | Buy |
13,857
+1,108
| +9% | +$43.7K | ﹤0.01% | 812 |
|
|
2017
Q2 | $558K | Buy |
12,749
+3,693
| +41% | +$162K | ﹤0.01% | 801 |
|
|
2017
Q1 | $361K | Buy |
+9,056
| New | +$361K | ﹤0.01% | 996 |
|
|
2016
Q1 | – | Sell |
-6,923
| Closed | -$271K | – | 1349 |
|
|
2015
Q4 | $271K | Buy |
6,923
+587
| +9% | +$23K | ﹤0.01% | 911 |
|
|
2015
Q3 | $230K | Sell |
6,336
-1,219
| -16% | -$44.3K | ﹤0.01% | 891 |
|
|
2015
Q2 | $281K | Sell |
7,555
-274
| -3% | -$10.2K | ﹤0.01% | 874 |
|
|
2015
Q1 | $288K | Sell |
7,829
-2,067
| -21% | -$76K | ﹤0.01% | 906 |
|
|
2014
Q4 | $340K | Sell |
9,896
-8,213
| -45% | -$282K | ﹤0.01% | 832 |
|
|
2014
Q3 | $601K | Buy |
18,109
+11,343
| +168% | +$376K | 0.01% | 642 |
|
|
2014
Q2 | $221K | Buy |
+6,766
| New | +$221K | ﹤0.01% | 796 |
|