Hefty Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $25K | Hold |
229
| – | – | 0.02% | 163 |
|
|
2017
Q4 | $24K | Hold |
229
| – | – | 0.01% | 161 |
|
|
2017
Q3 | $22K | Hold |
229
| – | – | 0.01% | 159 |
|
|
2017
Q2 | $20K | Hold |
229
| – | – | 0.01% | 150 |
|
|
2017
Q1 | $20K | Sell |
229
-425
| -65% | -$37.1K | 0.01% | 151 |
|
|
2016
Q4 | $56K | Sell |
654
-17,020
| -96% | -$1.46M | 0.05% | 112 |
|
|
2016
Q3 | $1.18M | Buy |
17,674
+17,020
| +2,602% | +$1.13M | 0.89% | 33 |
|
|
2016
Q2 | $40K | Buy |
654
+104
| +19% | +$6.36K | 0.03% | 116 |
|
|
2016
Q1 | $32K | Sell |
550
-22,636
| -98% | -$1.32M | 0.03% | 121 |
|
|
2015
Q4 | $1.53M | Buy |
+23,186
| New | +$1.53M | 1.46% | 19 |
|