JWM
Jacobus Wealth Management’s APA Corp APA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,901
| Closed | -$119K | – | 303 |
|
|
2014
Q4 | $119K | Buy |
1,901
+18
| +1% | +$1.13K | 0.03% | 267 |
|
|
2014
Q3 | $177K | Buy |
1,883
+66
| +4% | +$6.2K | 0.05% | 218 |
|
|
2014
Q2 | $183K | Sell |
1,817
-220
| -11% | -$22.2K | 0.05% | 221 |
|
|
2014
Q1 | $169K | Sell |
2,037
-1,007
| -33% | -$83.5K | 0.04% | 234 |
|
|
2013
Q4 | $262K | Buy |
3,044
+1,419
| +87% | +$122K | 0.08% | 187 |
|
|
2013
Q3 | $138K | Sell |
1,625
-150
| -8% | -$12.7K | 0.05% | 211 |
|
|
2013
Q2 | $149K | Buy |
+1,775
| New | +$149K | 0.05% | 191 |
|