JWM
MVC
Jacobus Wealth Management’s MVC Capital, Inc. MVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $300K | Hold |
30,000
| – | – | 0.08% | 130 |
|
|
2017
Q2 | $296K | Hold |
30,000
| – | – | 0.08% | 132 |
|
|
2017
Q1 | $270K | Hold |
30,000
| – | – | 0.08% | 136 |
|
|
2016
Q4 | $257K | Hold |
30,000
| – | – | 0.08% | 140 |
|
|
2016
Q3 | $249K | Hold |
30,000
| – | – | 0.07% | 155 |
|
|
2016
Q2 | $241K | Hold |
30,000
| – | – | 0.07% | 154 |
|
|
2016
Q1 | $224K | Hold |
30,000
| – | – | 0.07% | 190 |
|
|
2015
Q4 | $221K | Hold |
30,000
| – | – | 0.06% | 196 |
|
|
2015
Q3 | $246K | Hold |
30,000
| – | – | 0.07% | 184 |
|
|
2015
Q2 | $306K | Hold |
30,000
| – | – | 0.08% | 178 |
|
|
2015
Q1 | $284K | Hold |
30,000
| – | – | 0.07% | 178 |
|
|
2014
Q4 | $295K | Hold |
30,000
| – | – | 0.08% | 170 |
|
|
2014
Q3 | $323K | Hold |
30,000
| – | – | 0.09% | 167 |
|
|
2014
Q2 | $389K | Hold |
30,000
| – | – | 0.1% | 162 |
|
|
2014
Q1 | $407K | Hold |
30,000
| – | – | 0.1% | 154 |
|
|
2013
Q4 | $405K | Hold |
30,000
| – | – | 0.12% | 141 |
|
|
2013
Q3 | $392K | Hold |
30,000
| – | – | 0.14% | 118 |
|
|
2013
Q2 | $378K | Buy |
+30,000
| New | +$378K | 0.14% | 118 |
|