Davidson & Garrard’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
Q3 | $9.1M | Sell |
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|
2017
Q2 | $9.12M | Sell |
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|
2017
Q1 | $8.77M | Buy |
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|
2016
Q4 | $8.55M | Sell |
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|
2016
Q3 | $6.8M | Sell |
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|
2016
Q2 | $6.52M | Buy |
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|
2016
Q1 | $6.11M | Buy |
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|
2015
Q4 | $6.76M | Buy |
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|
2015
Q3 | $6.03M | Buy |
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|
2015
Q2 | $6.66M | Buy |
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|
2015
Q1 | $5.93M | Buy |
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|
2014
Q4 | $6M | Buy |
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|
2014
Q3 | $5.56M | Buy |
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|
2014
Q2 | $5.32M | Buy |
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|
2014
Q1 | $5.56M | Buy |
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|
2013
Q4 | $5.3M | Buy |
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|
2013
Q3 | $4.65M | Sell |
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|
2013
Q2 | $4.85M | Buy |
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