JPMorgan Chase & Co’s Heritage Oaks Bancorp HEOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-27,490
| Closed | -$339K | – | 4714 |
|
|
2016
Q4 | $339K | Buy |
+27,490
| New | +$339K | ﹤0.01% | 3442 |
|
|
2016
Q3 | – | Sell |
-5,407
| Closed | -$43K | – | 4531 |
|
|
2016
Q2 | $43K | Hold |
5,407
| – | – | ﹤0.01% | 3586 |
|
|
2016
Q1 | $42K | Buy |
5,407
+5,006
| +1,248% | +$38.9K | ﹤0.01% | 3456 |
|
|
2015
Q4 | $3K | Buy |
+401
| New | +$3K | ﹤0.01% | 3892 |
|
|
2014
Q2 | – | Sell |
-12,015
| Closed | -$97K | – | 3664 |
|
|
2014
Q1 | $97K | Sell |
12,015
-2,443
| -17% | -$19.7K | ﹤0.01% | 3413 |
|
|
2013
Q4 | $108K | Sell |
14,458
-877
| -6% | -$6.55K | ﹤0.01% | 3534 |
|
|
2013
Q3 | $99K | Buy |
15,335
+1,346
| +10% | +$8.69K | ﹤0.01% | 3768 |
|
|
2013
Q2 | $86K | Buy |
+13,989
| New | +$86K | ﹤0.01% | 3712 |
|