DWA
Divergent Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,935
| Closed | -$270K | – | 39 |
|
|
2019
Q4 | $270K | Hold |
1,935
| – | – | 0.08% | 34 |
|
|
2019
Q3 | $228K | Hold |
1,935
| – | – | 0.07% | 35 |
|
|
2019
Q2 | $216K | Buy |
+1,935
| New | +$216K | 0.07% | 36 |
|
|
2018
Q4 | – | Sell |
-1,906
| Closed | -$219K | – | 88 |
|
|
2018
Q3 | $219K | Buy |
1,906
+6
| +0.3% | +$689 | 0.08% | 34 |
|
|
2018
Q2 | $198K | Sell |
1,900
-31
| -2% | -$3.23K | 0.07% | 33 |
|
|
2018
Q1 | $212K | Buy |
+1,931
| New | +$212K | 0.08% | 33 |
|