Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,819
Closed -$141K 539
2020
Q3
$141K Sell
11,819
-6,637
-36% -$99.5K ﹤0.01% 584
2020
Q2
$283K Hold
18,456
0.01% 461
2020
Q1
$283K Sell
18,456
-2,163
-10% -$72.1K 0.01% 461
2019
Q4
$838K Buy
20,619
+3,900
+23% +$144K 0.02% 395
2019
Q3
$563K Hold
16,719
0.01% 471
2019
Q2
$533K Sell
16,719
-37,600
-69% -$1.42M 0.01% 489
2019
Q1
$2.41M Buy
54,319
+11,600
+27% +$529K 0.06% 245
2018
Q4
$1.99M Buy
42,719
+26,700
+167% +$1.51M 0.05% 265
2018
Q3
$958K Sell
16,019
-100
-0.6% -$5.73K 0.02% 500
2018
Q2
$835K Buy
16,119
+10,100
+168% +$501K 0.02% 540
2018
Q1
$291K Hold
6,019
0.01% 816
2017
Q4
$285K Sell
6,019
-12,900
-68% -$556K 0.01% 847
2017
Q3
$892K Sell
18,919
-18,700
-50% -$868K 0.03% 514
2017
Q2
$1.8M Sell
37,619
-70,419
-65% -$3.2M 0.05% 335
2017
Q1
$5.03M Buy
108,038
+54,019
+100% +$2.41M 0.07% 323
2016
Q4
$2.59M Hold
54,019
0.12% 213
2016
Q3
$2.8M Buy
54,019
+12,700
+31% +$597K 0.14% 198
2016
Q2
$1.57M Sell
41,319
-23,200
-36% -$1.03M 0.07% 366
2016
Q1
$3.69M Buy
64,519
+53,200
+470% +$2.74M 0.17% 136
2015
Q4
$564K Sell
11,319
-1,700
-13% -$103K 0.03% 622
2015
Q3
$934K Hold
13,019
0.04% 477
2015
Q2
$970K Sell
13,019
-5,400
-29% -$411K 0.04% 518
2015
Q1
$1.48M Sell
18,419
-4,700
-20% -$372K 0.06% 395
2014
Q4
$1.83M Hold
23,119
0.07% 329
2014
Q3
$1.58M Hold
23,119
0.06% 362
2014
Q2
$1.57M Buy
23,119
+2,600
+13% +$169K 0.06% 378
2014
Q1
$1.28M Hold
20,519
0.05% 393
2013
Q4
$1.27M Hold
20,519
0.05% 368
2013
Q3
$1.15M Sell
20,519
-1,200
-6% -$70.9K 0.05% 390
2013
Q2
$1.3M Buy
+21,719
New +$1.26M 0.06% 354

Other funds holding JWN