CWA
Cypress Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,171
| Closed | -$303K | – | 87 |
|
|
2017
Q3 | $303K | Sell |
3,171
-1,747
| -36% | -$167K | 0.49% | 46 |
|
|
2017
Q2 | $450K | Sell |
4,918
-5,321
| -52% | -$487K | 0.53% | 47 |
|
|
2017
Q1 | $899K | Buy |
10,239
+344
| +3% | +$30.2K | 0.41% | 55 |
|
|
2016
Q4 | $854K | Buy |
9,895
+27
| +0.3% | +$2.33K | 0.39% | 57 |
|
|
2016
Q3 | $657K | Buy |
9,868
+983
| +11% | +$65.4K | 0.3% | 73 |
|
|
2016
Q2 | $552K | Sell |
8,885
-136
| -2% | -$8.45K | 0.27% | 84 |
|
|
2016
Q1 | $534K | Buy |
9,021
+110
| +1% | +$6.51K | 0.24% | 89 |
|
|
2015
Q4 | $588K | Buy |
8,911
+202
| +2% | +$13.3K | 0.3% | 78 |
|
|
2015
Q3 | $531K | Hold |
8,709
| – | – | 0.29% | 78 |
|
|
2015
Q2 | $590K | Buy |
+8,709
| New | +$590K | 0.35% | 72 |
|