JWM
CYN
Jacobus Wealth Management’s CITY NATIONAL CORPORATION CYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,000
| Closed | -$793K | – | 297 |
|
|
2015
Q3 | $793K | Hold |
9,000
| – | – | 0.23% | 81 |
|
|
2015
Q2 | $814K | Hold |
9,000
| – | – | 0.2% | 87 |
|
|
2015
Q1 | $802K | Hold |
9,000
| – | – | 0.21% | 86 |
|
|
2014
Q4 | $727K | Hold |
9,000
| – | – | 0.19% | 89 |
|
|
2014
Q3 | $681K | Hold |
9,000
| – | – | 0.19% | 101 |
|
|
2014
Q2 | $682K | Hold |
9,000
| – | – | 0.17% | 107 |
|
|
2014
Q1 | $708K | Hold |
9,000
| – | – | 0.17% | 102 |
|
|
2013
Q4 | $713K | Sell |
9,000
-500
| -5% | -$39.6K | 0.21% | 96 |
|
|
2013
Q3 | $633K | Hold |
9,500
| – | – | 0.22% | 84 |
|
|
2013
Q2 | $602K | Buy |
+9,500
| New | +$602K | 0.22% | 87 |
|