JWM
Jacobus Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $156K | Hold |
1,000
| – | – | 0.04% | 183 |
|
|
2017
Q2 | $146K | Hold |
1,000
| – | – | 0.04% | 185 |
|
|
2017
Q1 | $131K | Hold |
1,000
| – | – | 0.04% | 184 |
|
|
2016
Q4 | $108K | Hold |
1,000
| – | – | 0.03% | 192 |
|
|
2016
Q3 | $127K | Hold |
1,000
| – | – | 0.04% | 205 |
|
|
2016
Q2 | $107K | Buy |
+1,000
| New | +$107K | 0.03% | 206 |
|