JWM
Jacobus Wealth Management’s 1st Source SRCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $765K | Hold |
15,052
| – | – | 0.2% | 79 |
|
|
2017
Q2 | $722K | Hold |
15,052
| – | – | 0.19% | 83 |
|
|
2017
Q1 | $707K | Hold |
15,052
| – | – | 0.2% | 83 |
|
|
2016
Q4 | $672K | Hold |
15,052
| – | – | 0.2% | 87 |
|
|
2016
Q3 | $537K | Hold |
15,052
| – | – | 0.16% | 99 |
|
|
2016
Q2 | $488K | Hold |
15,052
| – | – | 0.15% | 102 |
|
|
2016
Q1 | $479K | Hold |
15,052
| – | – | 0.14% | 124 |
|
|
2015
Q4 | $465K | Hold |
15,052
| – | – | 0.13% | 131 |
|
|
2015
Q3 | $464K | Buy |
15,052
+1,367
| +10% | +$42.1K | 0.14% | 125 |
|
|
2015
Q2 | $467K | Hold |
13,685
| – | – | 0.12% | 135 |
|
|
2015
Q1 | $440K | Hold |
13,685
| – | – | 0.11% | 133 |
|
|
2014
Q4 | $470K | Hold |
13,685
| – | – | 0.12% | 128 |
|
|
2014
Q3 | $390K | Hold |
13,685
| – | – | 0.11% | 149 |
|
|
2014
Q2 | $419K | Hold |
13,685
| – | – | 0.11% | 154 |
|
|
2014
Q1 | $439K | Hold |
13,685
| – | – | 0.11% | 145 |
|
|
2013
Q4 | $437K | Hold |
13,685
| – | – | 0.13% | 136 |
|
|
2013
Q3 | $368K | Hold |
13,685
| – | – | 0.13% | 124 |
|
|
2013
Q2 | $325K | Buy |
+13,685
| New | +$325K | 0.12% | 126 |
|