JWM
Jacobus Wealth Management’s Baxter International BAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $113K | Hold |
1,799
| – | – | 0.03% | 204 |
|
|
2017
Q2 | $109K | Buy |
+1,799
| New | +$109K | 0.03% | 203 |
|
|
2015
Q3 | – | Sell |
-2,049
| Closed | -$143K | – | 287 |
|
|
2015
Q2 | $143K | Sell |
2,049
-922
| -31% | -$64.3K | 0.04% | 258 |
|
|
2015
Q1 | $204K | Sell |
2,971
-1,241
| -29% | -$85.2K | 0.05% | 210 |
|
|
2014
Q4 | $309K | Hold |
4,212
| – | – | 0.08% | 166 |
|
|
2014
Q3 | $302K | Sell |
4,212
-484
| -10% | -$34.7K | 0.08% | 174 |
|
|
2014
Q2 | $340K | Sell |
4,696
-70
| -1% | -$5.07K | 0.09% | 174 |
|
|
2014
Q1 | $351K | Buy |
4,766
+450
| +10% | +$33.1K | 0.09% | 174 |
|
|
2013
Q4 | $300K | Sell |
4,316
-68
| -2% | -$4.73K | 0.09% | 173 |
|
|
2013
Q3 | $288K | Hold |
4,384
| – | – | 0.1% | 143 |
|
|
2013
Q2 | $304K | Buy |
+4,384
| New | +$304K | 0.11% | 133 |
|