Concert Wealth Management’s J.C. Penney Company, Inc. JCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-32,310
| Closed | -$265K | – | 467 |
|
2017
Q1 | $265K | Sell |
32,310
-1,600
| -5% | -$13.1K | 0.06% | 381 |
|
2016
Q4 | $278K | Buy |
33,910
+15,349
| +83% | +$126K | 0.06% | 370 |
|
2016
Q3 | $171K | Buy |
+18,561
| New | +$171K | 0.02% | 678 |
|
2014
Q4 | – | Sell |
-14,000
| Closed | -$142K | – | 677 |
|
2014
Q3 | $142K | Sell |
14,000
-15,700
| -53% | -$159K | 0.02% | 523 |
|
2014
Q2 | $255K | Sell |
29,700
-1,450
| -5% | -$12.4K | 0.03% | 455 |
|
2014
Q1 | $277K | Buy |
31,150
+870
| +3% | +$7.74K | 0.03% | 425 |
|
2013
Q4 | $277K | Sell |
30,280
-2,150
| -7% | -$19.7K | 0.04% | 403 |
|
2013
Q3 | $288K | Buy |
+32,430
| New | +$288K | 0.04% | 380 |
|