David Katz - Matrix Asset Advisors Inc
Holding/activity history for J P Morgan Co. (3277Q)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2001 Q1 | 0 | 0.00 | Sell 100.00% | 0.80 | SEC | ||
| 2000 Q3 | 20,509 | 0.80 | Add 801.10% | 0.71 | $163.39 | $3,351,000 | SEC |
| 2000 Q2 | 2,276 | 0.10 | Add 2.48% | <0.01 | $110.28 | $251,000 | SEC |
| 2000 Q1 | 2,221 | 0.11 | Reduce 72.04% | 0.24 | $131.92 | $293,000 | SEC |
| 1999 Q4 | 7,943 | 0.33 | Reduce 35.65% | 0.19 | $126.65 | $1,006,000 | SEC |
| 1999 Q3 | 12,343 | 0.53 | Add 0.65% | <0.01 | $114.23 | $1,410,000 | SEC |
| 1999 Q2 | 12,263 | 0.60 | Reduce 0.61% | <0.01 | $140.50 | $1,723,000 | SEC |
| 1999 Q1 | 12,338 | 0.61 | $123.36 | $1,522,000 | SEC |