JWM
Jacobus Wealth Management’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,800
| Closed | -$102K | – | 307 |
|
|
2014
Q2 | $102K | Sell |
1,800
-785
| -30% | -$44.5K | 0.03% | 312 |
|
|
2014
Q1 | $166K | Hold |
2,585
| – | – | 0.04% | 237 |
|
|
2013
Q4 | $169K | Hold |
2,585
| – | – | 0.05% | 228 |
|
|
2013
Q3 | $135K | Buy |
2,585
+410
| +19% | +$21.4K | 0.05% | 216 |
|
|
2013
Q2 | $109K | Buy |
+2,175
| New | +$109K | 0.04% | 222 |
|