Jacobus Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $519K | Hold |
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|
2017
Q2 | $487K | Hold |
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|
2017
Q1 | $432K | Hold |
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|
2016
Q4 | $422K | Hold |
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|
2016
Q3 | $378K | Hold |
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|
2016
Q2 | $293K | Sell |
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|
2016
Q1 | $335K | Buy |
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|
2015
Q4 | $360K | Sell |
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|
2015
Q3 | $381K | Hold |
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|
2015
Q2 | $437K | Hold |
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|
2015
Q1 | $417K | Buy |
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|
2014
Q4 | $426K | Hold |
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|
2014
Q3 | $400K | Hold |
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|
2014
Q2 | $365K | Hold |
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|
2014
Q1 | $378K | Hold |
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|
2013
Q4 | $399K | Hold |
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|
2013
Q3 | $357K | Hold |
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|
2013
Q2 | $354K | Buy |
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