Croft-Leominster’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $257K | Hold |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $351K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $266K | Sell |
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|
2016
Q2 | $254K | Sell |
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|
2016
Q1 | $269K | Sell |
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|
2015
Q4 | $303K | Buy |
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|
2015
Q3 | $213K | Hold |
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|
2015
Q2 | $237K | Hold |
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|
2015
Q1 | $212K | Hold |
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|
2014
Q4 | $219K | Hold |
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|
2014
Q3 | $210K | Hold |
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|
2014
Q2 | $201K | Hold |
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|
2014
Q1 | $212K | Sell |
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|
2013
Q4 | $208K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $240K | Buy |
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