JWM
ISBC
Jacobus Wealth Management’s Investors Bancorp, Inc. ISBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $309K | Sell |
22,665
-2,335
| -9% | -$31.8K | 0.08% | 126 |
|
|
2017
Q2 | $334K | Hold |
25,000
| – | – | 0.09% | 125 |
|
|
2017
Q1 | $360K | Hold |
25,000
| – | – | 0.1% | 123 |
|
|
2016
Q4 | $349K | Hold |
25,000
| – | – | 0.1% | 126 |
|
|
2016
Q3 | $300K | Hold |
25,000
| – | – | 0.09% | 143 |
|
|
2016
Q2 | $277K | Hold |
25,000
| – | – | 0.08% | 146 |
|
|
2016
Q1 | $291K | Hold |
25,000
| – | – | 0.09% | 167 |
|
|
2015
Q4 | $311K | Hold |
25,000
| – | – | 0.09% | 160 |
|
|
2015
Q3 | $309K | Hold |
25,000
| – | – | 0.09% | 162 |
|
|
2015
Q2 | $308K | Hold |
25,000
| – | – | 0.08% | 175 |
|
|
2015
Q1 | $293K | Hold |
25,000
| – | – | 0.08% | 176 |
|
|
2014
Q4 | $281K | Hold |
25,000
| – | – | 0.07% | 177 |
|
|
2014
Q3 | $253K | Hold |
25,000
| – | – | 0.07% | 185 |
|
|
2014
Q2 | $276K | Buy |
+25,000
| New | +$276K | 0.07% | 188 |
|