JWM
Jacobus Wealth Management’s TJX Companies TJX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,427
| Closed | -$190K | – | 253 |
|
|
2016
Q1 | $190K | Sell |
2,427
-51
| -2% | -$3.99K | 0.06% | 201 |
|
|
2015
Q4 | $176K | Sell |
2,478
-150
| -6% | -$10.7K | 0.05% | 214 |
|
|
2015
Q3 | $188K | Hold |
2,628
| – | – | 0.05% | 212 |
|
|
2015
Q2 | $174K | Hold |
2,628
| – | – | 0.04% | 232 |
|
|
2015
Q1 | $184K | Sell |
2,628
-230
| -8% | -$16.1K | 0.05% | 223 |
|
|
2014
Q4 | $196K | Hold |
2,858
| – | – | 0.05% | 211 |
|
|
2014
Q3 | $169K | Buy |
2,858
+453
| +19% | +$26.8K | 0.05% | 224 |
|
|
2014
Q2 | $128K | Buy |
2,405
+306
| +15% | +$16.3K | 0.03% | 277 |
|
|
2014
Q1 | $127K | Hold |
2,099
| – | – | 0.03% | 274 |
|
|
2013
Q4 | $134K | Buy |
+2,099
| New | +$134K | 0.04% | 256 |
|