JWM
Jacobus Wealth Management’s Associated Banc-Corp ASB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,421
| Closed | -$133K | – | 215 |
|
|
2016
Q1 | $133K | Hold |
7,421
| – | – | 0.04% | 235 |
|
|
2015
Q4 | $139K | Hold |
7,421
| – | – | 0.04% | 239 |
|
|
2015
Q3 | $133K | Hold |
7,421
| – | – | 0.04% | 250 |
|
|
2015
Q2 | $150K | Hold |
7,421
| – | – | 0.04% | 248 |
|
|
2015
Q1 | $138K | Hold |
7,421
| – | – | 0.04% | 253 |
|
|
2014
Q4 | $138K | Buy |
7,421
+115
| +2% | +$2.14K | 0.04% | 248 |
|
|
2014
Q3 | $127K | Hold |
7,306
| – | – | 0.04% | 263 |
|
|
2014
Q2 | $132K | Hold |
7,306
| – | – | 0.03% | 270 |
|
|
2014
Q1 | $132K | Hold |
7,306
| – | – | 0.03% | 266 |
|
|
2013
Q4 | $127K | Buy |
+7,306
| New | +$127K | 0.04% | 262 |
|