JWM
Jacobus Wealth Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $721K | Hold |
4,475
| – | – | 0.19% | 83 |
|
|
2017
Q2 | $725K | Buy |
4,475
+175
| +4% | +$28.4K | 0.2% | 82 |
|
|
2017
Q1 | $665K | Hold |
4,300
| – | – | 0.19% | 87 |
|
|
2016
Q4 | $673K | Hold |
4,300
| – | – | 0.2% | 86 |
|
|
2016
Q3 | $499K | Hold |
4,300
| – | – | 0.15% | 103 |
|
|
2016
Q2 | $508K | Hold |
4,300
| – | – | 0.16% | 96 |
|
|
2016
Q1 | $477K | Sell |
4,300
-801
| -16% | -$88.9K | 0.14% | 125 |
|
|
2015
Q4 | $618K | Hold |
5,101
| – | – | 0.18% | 104 |
|
|
2015
Q3 | $622K | Hold |
5,101
| – | – | 0.18% | 96 |
|
|
2015
Q2 | $637K | Sell |
5,101
-76
| -1% | -$9.49K | 0.16% | 102 |
|
|
2015
Q1 | $657K | Sell |
5,177
-35
| -0.7% | -$4.44K | 0.17% | 101 |
|
|
2014
Q4 | $655K | Hold |
5,212
| – | – | 0.17% | 97 |
|
|
2014
Q3 | $643K | Hold |
5,212
| – | – | 0.18% | 108 |
|
|
2014
Q2 | $647K | Hold |
5,212
| – | – | 0.17% | 113 |
|
|
2014
Q1 | $632K | Buy |
5,212
+801
| +18% | +$97.1K | 0.15% | 116 |
|
|
2013
Q4 | $514K | Buy |
4,411
+51
| +1% | +$5.94K | 0.15% | 115 |
|
|
2013
Q3 | $488K | Hold |
4,360
| – | – | 0.17% | 102 |
|
|
2013
Q2 | $487K | Buy |
+4,360
| New | +$487K | 0.18% | 99 |
|