FG
JPM.WS
Fiduciary Group’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-600
| Closed | -$38K | – | 180 |
|
|
2018
Q2 | $38K | Hold |
600
| – | – | 0.01% | 170 |
|
|
2018
Q1 | $42K | Hold |
600
| – | – | 0.01% | 170 |
|
|
2017
Q4 | $40K | Sell |
600
-625
| -51% | -$41.7K | 0.01% | 173 |
|
|
2017
Q3 | $66K | Hold |
1,225
| – | – | 0.01% | 172 |
|
|
2017
Q2 | $62K | Hold |
1,225
| – | – | 0.01% | 173 |
|
|
2017
Q1 | $57K | Buy |
1,225
+225
| +23% | +$10.5K | 0.01% | 173 |
|
|
2016
Q4 | $44K | Hold |
1,000
| – | – | 0.01% | 176 |
|
|
2016
Q3 | $25K | Hold |
1,000
| – | – | 0.01% | 174 |
|
|
2016
Q2 | $20K | Hold |
1,000
| – | – | 0.01% | 175 |
|
|
2016
Q1 | $18K | Hold |
1,000
| – | – | 0.01% | 175 |
|
|
2015
Q4 | $24K | Buy |
1,000
+350
| +54% | +$8.4K | 0.01% | 174 |
|
|
2015
Q3 | $13K | Hold |
650
| – | – | ﹤0.01% | 185 |
|
|
2015
Q2 | $16K | Buy |
+650
| New | +$16K | 0.01% | 191 |
|