JPMorgan Chase & Co’s NewStar Financial, Inc. NEWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-16,820
| Closed | -$177K | – | 4618 |
|
|
2017
Q2 | $177K | Sell |
16,820
-21,080
| -56% | -$222K | ﹤0.01% | 3424 |
|
|
2017
Q1 | $401K | Sell |
37,900
-7,286
| -16% | -$77.1K | ﹤0.01% | 3239 |
|
|
2016
Q4 | $418K | Buy |
45,186
+44,906
| +16,038% | +$415K | ﹤0.01% | 3371 |
|
|
2016
Q3 | $3K | Hold |
280
| – | – | ﹤0.01% | 3973 |
|
|
2016
Q2 | $2K | Hold |
280
| – | – | ﹤0.01% | 4133 |
|
|
2016
Q1 | $2K | Hold |
280
| – | – | ﹤0.01% | 4045 |
|
|
2015
Q4 | $3K | Buy |
+280
| New | +$3K | ﹤0.01% | 3891 |
|
|
2014
Q3 | – | Sell |
-34,949
| Closed | -$492K | – | 3659 |
|
|
2014
Q2 | $492K | Sell |
34,949
-1,000
| -3% | -$14.1K | ﹤0.01% | 3044 |
|
|
2014
Q1 | $499K | Buy |
+35,949
| New | +$499K | ﹤0.01% | 3063 |
|
|
2013
Q4 | – | Sell |
-22,336
| Closed | -$407K | – | 4034 |
|
|
2013
Q3 | $407K | Buy |
22,336
+8,227
| +58% | +$150K | ﹤0.01% | 3399 |
|
|
2013
Q2 | $188K | Buy |
+14,109
| New | +$188K | ﹤0.01% | 3559 |
|