JWM
Jacobus Wealth Management’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-975
| Closed | -$104K | – | 267 |
|
|
2015
Q4 | $104K | Sell |
975
-1,250
| -56% | -$133K | 0.03% | 274 |
|
|
2015
Q3 | $243K | Sell |
2,225
-453
| -17% | -$49.5K | 0.07% | 187 |
|
|
2015
Q2 | $335K | Buy |
2,678
+11
| +0.4% | +$1.38K | 0.08% | 168 |
|
|
2015
Q1 | $349K | Buy |
2,667
+120
| +5% | +$15.7K | 0.09% | 158 |
|
|
2014
Q4 | $337K | Sell |
2,547
-132
| -5% | -$17.5K | 0.09% | 157 |
|
|
2014
Q3 | $331K | Sell |
2,679
-553
| -17% | -$68.3K | 0.09% | 164 |
|
|
2014
Q2 | $388K | Sell |
3,232
-597
| -16% | -$71.7K | 0.1% | 163 |
|
|
2014
Q1 | $421K | Sell |
3,829
-328
| -8% | -$36.1K | 0.1% | 150 |
|
|
2013
Q4 | $478K | Buy |
4,157
+134
| +3% | +$15.4K | 0.14% | 129 |
|
|
2013
Q3 | $366K | Buy |
4,023
+920
| +30% | +$83.7K | 0.13% | 125 |
|
|
2013
Q2 | $251K | Buy |
+3,103
| New | +$251K | 0.09% | 150 |
|