EWM
JPM.PRG
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
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,000
| Closed | -$283K | – | 459 |
|
|
2020
Q4 | $283K | Hold |
11,000
| – | – | 0.06% | 84 |
|
|
2020
Q3 | $279K | Hold |
11,000
| – | – | 0.06% | 90 |
|
|
2020
Q2 | $280K | Hold |
11,000
| – | – | 0.05% | 121 |
|
|
2020
Q1 | $278K | Buy |
11,000
+2,000
| +22% | +$50.5K | 0.06% | 121 |
|
|
2019
Q4 | $232K | Hold |
9,000
| – | – | 0.05% | 137 |
|
|
2019
Q3 | $233K | Sell |
9,000
-8,000
| -47% | -$207K | 0.05% | 129 |
|
|
2019
Q2 | $441K | Hold |
17,000
| – | – | 0.1% | 105 |
|
|
2019
Q1 | $445K | Buy |
+17,000
| New | +$445K | 0.11% | 99 |
|