Intellectus Partners’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,982
| Closed | -$80K | – | 718 |
|
|
2017
Q3 | $80K | Hold |
2,982
| – | – | 0.03% | 325 |
|
|
2017
Q2 | $80K | Sell |
2,982
-105
| -3% | -$2.82K | 0.04% | 307 |
|
|
2017
Q1 | $85K | Sell |
3,087
-413
| -12% | -$11.4K | 0.04% | 260 |
|
|
2016
Q4 | $94K | Buy |
+3,500
| New | +$94K | 0.05% | 238 |
|