CWM
JPM.WS
Circle Wealth Management’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,247
| Closed | -$381K | – | 99 |
|
|
2018
Q3 | $381K | Hold |
5,247
| – | – | 0.12% | 66 |
|
|
2018
Q2 | $333K | Hold |
5,247
| – | – | 0.11% | 73 |
|
|
2018
Q1 | $365K | Hold |
5,247
| – | – | 0.13% | 66 |
|
|
2017
Q4 | $349K | Hold |
5,247
| – | – | 0.13% | 68 |
|
|
2017
Q3 | $284K | Hold |
5,247
| – | – | 0.12% | 69 |
|
|
2017
Q2 | $264K | Buy |
5,247
+100
| +2% | +$5.03K | 0.12% | 68 |
|
|
2017
Q1 | $235K | Hold |
5,147
| – | – | 0.11% | 67 |
|
|
2016
Q4 | $228K | Buy |
+5,147
| New | +$228K | 0.12% | 60 |
|