JWM
Jacobus Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $201K | Hold |
206
| – | – | 0.05% | 163 |
|
|
2017
Q2 | $192K | Buy |
206
+47
| +30% | +$43.8K | 0.05% | 163 |
|
|
2017
Q1 | $135K | Buy |
159
+20
| +14% | +$17K | 0.04% | 180 |
|
|
2016
Q4 | $110K | Sell |
139
-48
| -26% | -$38K | 0.03% | 191 |
|
|
2016
Q3 | $150K | Hold |
187
| – | – | 0.04% | 189 |
|
|
2016
Q2 | $132K | Sell |
187
-192
| -51% | -$136K | 0.04% | 193 |
|
|
2016
Q1 | $289K | Hold |
379
| – | – | 0.08% | 169 |
|
|
2015
Q4 | $295K | Sell |
379
-30
| -7% | -$23.4K | 0.08% | 169 |
|
|
2015
Q3 | $261K | Buy |
+409
| New | +$261K | 0.08% | 181 |
|