Gary Goldberg Planning Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $235K | Sell |
3,761
-50
| -1% | -$3.12K | 0.1% | 97 |
|
|
2014
Q3 | $230K | Buy |
3,811
+2,320
| +156% | +$140K | 0.1% | 109 |
|
|
2014
Q2 | $86K | Buy |
1,491
+414
| +38% | +$23.9K | 0.04% | 170 |
|
|
2014
Q1 | $65K | Buy |
1,077
+2
| +0.2% | +$121 | 0.03% | 194 |
|
|
2013
Q4 | $63K | Sell |
1,075
-300
| -22% | -$17.6K | 0.04% | 182 |
|
|
2013
Q3 | $71K | Hold |
1,375
| – | – | 0.04% | 159 |
|
|
2013
Q2 | $73K | Buy |
+1,375
| New | +$73K | 0.05% | 148 |
|