Edge Wealth Management’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non JPM.PRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$283K Hold
2020
Q3
$279K Hold
2020
Q2
$280K Hold
2020
Q1
$278K Buy
2019
Q4
$232K Hold
2019
Q3
$233K Sell
2019
Q2
$441K Hold
2019
Q1
$445K Buy