JWM
Jacobus Wealth Management’s Astec Industries ASTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,500
| Closed | -$150K | – | 202 |
|
|
2016
Q3 | $150K | Hold |
2,500
| – | – | 0.04% | 188 |
|
|
2016
Q2 | $140K | Hold |
2,500
| – | – | 0.04% | 185 |
|
|
2016
Q1 | $117K | Hold |
2,500
| – | – | 0.03% | 250 |
|
|
2015
Q4 | $102K | Buy |
+2,500
| New | +$102K | 0.03% | 276 |
|