J.P. Morgan Private Wealth Advisors’s Xoma XOMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,500
| Closed | -$28K | – | 1280 |
|
|
2016
Q2 | $28K | Sell |
2,500
-1,100
| -31% | -$12.3K | ﹤0.01% | 1243 |
|
|
2016
Q1 | $57K | Buy |
3,600
+550
| +18% | +$8.71K | ﹤0.01% | 1179 |
|
|
2015
Q4 | $82K | Buy |
3,050
+2,500
| +455% | +$67.2K | ﹤0.01% | 1082 |
|
|
2015
Q3 | $8K | Buy |
+550
| New | +$8K | ﹤0.01% | 1049 |
|
|
2015
Q2 | – | Sell |
-550
| Closed | -$40K | – | 1148 |
|
|
2015
Q1 | $40K | Hold |
550
| – | – | ﹤0.01% | 1117 |
|
|
2014
Q4 | $39K | Buy |
+550
| New | +$39K | ﹤0.01% | 1077 |
|