JWM
Jacobus Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $138K | Hold |
1,900
| – | – | 0.04% | 191 |
|
|
2017
Q2 | $127K | Sell |
1,900
-88
| -4% | -$5.88K | 0.03% | 193 |
|
|
2017
Q1 | $119K | Buy |
1,988
+88
| +5% | +$5.27K | 0.03% | 186 |
|
|
2016
Q4 | $113K | Buy |
+1,900
| New | +$113K | 0.03% | 190 |
|
|
2014
Q3 | – | Sell |
-2,644
| Closed | -$125K | – | 309 |
|
|
2014
Q2 | $125K | Buy |
+2,644
| New | +$125K | 0.03% | 279 |
|
|
2014
Q1 | – | Sell |
-1,944
| Closed | -$101K | – | 306 |
|
|
2013
Q4 | $101K | Buy |
+1,944
| New | +$101K | 0.03% | 304 |
|