JWM
CRE

Jacobus Wealth Management’s CARE INVESTMENT TRUST, INC. CRE Stock Holding History

Jacobus Wealth Management’s Portfolio CRE Stock Details CRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-22,495
Closed -$196K – 327
2014
Q2 		$196K Hold
22,495
– – 0.05% 211
2014
Q1 		$169K Hold
22,495
– – 0.04% 235
2013
Q4 		$165K Buy
+22,495
New +$165K 0.05% 229