Creative Planning’s JPMorgan China Region Fund, Inc. JFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,973
| Closed | -$60K | – | 4468 |
|
|
2017
Q2 | $60K | Hold |
2,973
| – | – | ﹤0.01% | 2368 |
|
|
2017
Q1 | $54K | Hold |
2,973
| – | – | ﹤0.01% | 2409 |
|
|
2016
Q4 | $46K | Hold |
2,973
| – | – | ﹤0.01% | 2448 |
|
|
2016
Q3 | $51K | Hold |
2,973
| – | – | ﹤0.01% | 2330 |
|
|
2016
Q2 | $45K | Hold |
2,973
| – | – | ﹤0.01% | 2193 |
|
|
2016
Q1 | $44K | Sell |
2,973
-1,850
| -38% | -$27.4K | ﹤0.01% | 2188 |
|
|
2015
Q4 | $74K | Buy |
4,823
+1,850
| +62% | +$28.4K | ﹤0.01% | 1799 |
|
|
2015
Q3 | $43K | Buy |
+2,973
| New | +$43K | ﹤0.01% | 2139 |
|
|
2015
Q2 | – | Sell |
-1,850
| Closed | -$33K | – | 3924 |
|
|
2015
Q1 | $33K | Sell |
1,850
-208
| -10% | -$3.71K | ﹤0.01% | 2300 |
|
|
2014
Q4 | $35K | Hold |
2,058
| – | – | ﹤0.01% | 2236 |
|
|
2014
Q3 | $31K | Hold |
2,058
| – | – | ﹤0.01% | 2220 |
|
|
2014
Q2 | $31K | Hold |
2,058
| – | – | ﹤0.01% | 2188 |
|
|
2014
Q1 | $29K | Hold |
2,058
| – | – | ﹤0.01% | 2149 |
|
|
2013
Q4 | $31K | Hold |
2,058
| – | – | ﹤0.01% | 1945 |
|
|
2013
Q3 | $30K | Hold |
2,058
| – | – | ﹤0.01% | 1864 |
|
|
2013
Q2 | $27K | Buy |
+2,058
| New | +$27K | ﹤0.01% | 1757 |
|