JP Morgan Private Wealth Advisors’s Linear Technology Corp LLTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,066
| Closed | -$814K | – | 1392 |
|
|
2016
Q4 | $814K | Sell |
13,066
-6,975
| -35% | -$425K | 0.01% | 661 |
|
|
2016
Q3 | $1.19M | Buy |
+20,041
| New | +$1.12M | 0.01% | 549 |
|
|
2016
Q2 | – | Sell |
-11,463
| Closed | -$511K | – | 1353 |
|
|
2016
Q1 | $511K | Buy |
11,463
+5,959
| +108% | +$252K | ﹤0.01% | 750 |
|
|
2015
Q4 | $234K | Sell |
5,504
-425
| -7% | -$18.7K | ﹤0.01% | 970 |
|
|
2015
Q3 | $239K | Sell |
5,929
-569
| -9% | -$23.3K | ﹤0.01% | 869 |
|
|
2015
Q2 | $287K | Buy |
6,498
+1,351
| +26% | +$62.8K | ﹤0.01% | 862 |
|
|
2015
Q1 | $241K | Sell |
5,147
-1,124
| -18% | -$52.6K | ﹤0.01% | 970 |
|
|
2014
Q4 | $286K | Buy |
6,271
+286
| +5% | +$12.4K | ﹤0.01% | 890 |
|
|
2014
Q3 | $266K | Sell |
5,985
-803
| -12% | -$36.5K | ﹤0.01% | 884 |
|
|
2014
Q2 | $320K | Buy |
6,788
+3
| +0% | +$139 | 0.01% | 698 |
|
|
2014
Q1 | $330K | Buy |
6,785
+1,843
| +37% | +$85K | 0.01% | 698 |
|
|
2013
Q4 | $225K | Sell |
4,942
-165
| -3% | -$6.88K | ﹤0.01% | 588 |
|
|
2013
Q3 | $203K | Buy |
+5,107
| New | +$202K | ﹤0.01% | 600 |
|
Other funds holding LLTC
FPF
IIC
