JWM
VRSK icon

Jacobus Wealth Management’s Verisk Analytics VRSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-1,533
Closed -$118K 282
2015
Q4
$118K Buy
1,533
+12
+0.8% +$924 0.03% 262
2015
Q3
$112K Buy
1,521
+17
+1% +$1.25K 0.03% 267
2015
Q2
$109K Buy
+1,504
New +$109K 0.03% 298