JP Morgan Private Wealth Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,621
| Closed | -$468K | – | 1468 |
|
|
2019
Q1 | $468K | Sell |
14,621
-90
| -0.6% | -$2.54K | ﹤0.01% | 1064 |
|
|
2018
Q4 | $291K | Buy |
14,711
+49
| +0.3% | +$1.26K | ﹤0.01% | 1182 |
|
|
2018
Q3 | $396K | Sell |
14,662
-88
| -0.6% | -$2.33K | ﹤0.01% | 1171 |
|
|
2018
Q2 | $354K | Sell |
14,750
-13,321
| -47% | -$377K | ﹤0.01% | 1144 |
|
|
2018
Q1 | $808K | Buy |
28,071
+11,712
| +72% | +$360K | 0.01% | 704 |
|
|
2017
Q4 | $477K | Buy |
16,359
+2,037
| +14% | +$61.9K | ﹤0.01% | 883 |
|
|
2017
Q3 | $477K | Buy |
14,322
+9
| +0.1% | +$283 | ﹤0.01% | 867 |
|
|
2017
Q2 | $411K | Sell |
14,313
-547
| -4% | -$15.5K | ﹤0.01% | 897 |
|
|
2017
Q1 | $437K | Sell |
14,860
-8,046
| -35% | -$232K | ﹤0.01% | 909 |
|
|
2016
Q4 | $527K | Buy |
+22,906
| New | +$570K | ﹤0.01% | 784 |
|
|
2016
Q3 | – | Sell |
-32,818
| Closed | -$821K | – | 1281 |
|
|
2016
Q2 | $821K | Buy |
+32,818
| New | +$863K | 0.01% | 644 |
|
|
2016
Q1 | – | Sell |
-49,279
| Closed | -$1.38M | – | 1305 |
|
|
2015
Q4 | $1.38M | Buy |
49,279
+857
| +2% | +$23K | 0.01% | 453 |
|
|
2015
Q3 | $1.24M | Sell |
48,422
-2,798
| -5% | -$77.6K | 0.02% | 426 |
|
|
2015
Q2 | $1.44M | Buy |
51,220
+600
| +1% | +$18.6K | 0.02% | 428 |
|
|
2015
Q1 | $1.71M | Sell |
50,620
-670
| -1% | -$23.6K | 0.02% | 408 |
|
|
2014
Q4 | $1.87M | Sell |
51,290
-28,586
| -36% | -$1.01M | 0.02% | 392 |
|
|
2014
Q3 | $2.78M | Buy |
79,876
+25,843
| +48% | +$902K | 0.04% | 321 |
|
|
2014
Q2 | $1.77M | Buy |
54,033
+4,882
| +10% | +$155K | 0.03% | 311 |
|
|
2014
Q1 | $1.46M | Buy |
49,151
+44,188
| +890% | +$1.29M | 0.03% | 335 |
|
|
2013
Q4 | $159K | Buy |
4,963
+122
| +3% | +$3.51K | ﹤0.01% | 631 |
|
|
2013
Q3 | $131K | Buy |
+4,841
| New | +$127K | ﹤0.01% | 615 |
|
Other funds holding XRX
IC
