JP Morgan Private Wealth Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $215K | Sell |
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|
2018
Q3 | $363K | Hold |
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|
2018
Q2 | $359K | Buy |
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|
2018
Q1 | $167K | Hold |
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|
2017
Q4 | $183K | Hold |
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|
2017
Q3 | $208K | Hold |
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|
2017
Q2 | $194K | Hold |
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|
2017
Q1 | $204K | Hold |
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|
2016
Q4 | $212K | Hold |
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|
2016
Q3 | $198K | Hold |
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|
2016
Q2 | $190K | Hold |
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|
2016
Q1 | $183K | Buy |
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|
2015
Q4 | $136K | Hold |
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|
2015
Q3 | $139K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $151K | Hold |
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|
2014
Q4 | $148K | Buy |
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