Edge Wealth Management’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non JPM.PRE.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$26K | – | 640 |
|
|
2019
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 317 |
|
|
2019
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 300 |
|
|
2018
Q4 | $25K | Hold |
1,000
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 335 |
|
|
2018
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 327 |
|
|
2018
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 286 |
|
|
2017
Q4 | $26K | Hold |
1,000
| – | – | 0.01% | 289 |
|
|
2017
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 282 |
|
|
2017
Q2 | $27K | Buy |
+1,000
| New | +$27K | 0.01% | 270 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$28K | – | 539 |
|
|
2016
Q3 | $28K | Buy |
+1,000
| New | +$28K | 0.01% | 238 |
|