JWM
CBI
Jacobus Wealth Management’s Chicago Bridge & Iron Nv CBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,291
| Closed | -$133K | – | 317 |
|
|
2014
Q3 | $133K | Buy |
2,291
+291
| +15% | +$16.9K | 0.04% | 258 |
|
|
2014
Q2 | $136K | Hold |
2,000
| – | – | 0.03% | 268 |
|
|
2014
Q1 | $174K | Sell |
2,000
-514
| -20% | -$44.7K | 0.04% | 230 |
|
|
2013
Q4 | $209K | Buy |
2,514
+514
| +26% | +$42.7K | 0.06% | 201 |
|
|
2013
Q3 | $136K | Hold |
2,000
| – | – | 0.05% | 215 |
|
|
2013
Q2 | $119K | Buy |
+2,000
| New | +$119K | 0.04% | 214 |
|