JWM
Jacobus Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,128
| Closed | -$163K | – | 257 |
|
|
2016
Q1 | $163K | Sell |
2,128
-155
| -7% | -$11.9K | 0.05% | 216 |
|
|
2015
Q4 | $177K | Sell |
2,283
-25
| -1% | -$1.94K | 0.05% | 212 |
|
|
2015
Q3 | $161K | Hold |
2,308
| – | – | 0.05% | 227 |
|
|
2015
Q2 | $155K | Hold |
2,308
| – | – | 0.04% | 244 |
|
|
2015
Q1 | $151K | Buy |
2,308
+1,761
| +322% | +$115K | 0.04% | 243 |
|
|
2014
Q4 | $143K | Buy |
547
+30
| +6% | +$7.84K | 0.04% | 242 |
|
|
2014
Q3 | $110K | Sell |
517
-102
| -16% | -$21.7K | 0.03% | 284 |
|
|
2014
Q2 | $130K | Buy |
619
+16
| +3% | +$3.36K | 0.03% | 274 |
|
|
2014
Q1 | $130K | Buy |
603
+102
| +20% | +$22K | 0.03% | 268 |
|
|
2013
Q4 | $112K | Buy |
+501
| New | +$112K | 0.03% | 283 |
|