GWA
Guidant Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-22
| Closed | -$2K | – | 268 |
|
|
2018
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 183 |
|
|
2018
Q2 | – | Sell |
-38
| Closed | -$4K | – | 261 |
|
|
2018
Q1 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 172 |
|
|
2017
Q4 | – | Sell |
-374
| Closed | -$36K | – | 199 |
|
|
2017
Q3 | $36K | Hold |
374
| – | – | 0.03% | 85 |
|
|
2017
Q2 | $34K | Buy |
+374
| New | +$34K | 0.02% | 127 |
|