Cobiz Wealth’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $569K | Buy |
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|
2018
Q3 | $563K | Hold |
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|
2018
Q2 | $577K | Sell |
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|
2018
Q1 | $588K | Hold |
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|
2017
Q4 | $608K | Hold |
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|
2017
Q3 | $605K | Buy |
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|
2017
Q2 | $310K | Sell |
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|
2017
Q1 | $343K | Buy |
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|
2016
Q4 | $296K | Sell |
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|
2016
Q3 | $354K | Hold |
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|
2016
Q2 | $353K | Buy |
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|
2016
Q1 | $249K | Buy |
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