Invictus RG’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-286
| Closed | -$26K | – | 604 |
|
|
2017
Q2 | $26K | Sell |
286
-964
| -77% | -$87.6K | 0.02% | 498 |
|
|
2017
Q1 | $110K | Buy |
+1,250
| New | +$110K | 0.07% | 435 |
|
|
2016
Q3 | – | Sell |
-60
| Closed | -$4K | – | 729 |
|
|
2016
Q2 | $4K | Sell |
60
-143
| -70% | -$9.53K | ﹤0.01% | 558 |
|
|
2016
Q1 | $12K | Buy |
203
+125
| +160% | +$7.39K | 0.01% | 465 |
|
|
2015
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 562 |
|