JWA
EMC
JFS Wealth Advisors’s EMC CORPORATION EMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,500
| Closed | -$204K | – | 531 |
|
|
2016
Q2 | $204K | Buy |
7,500
+5,453
| +266% | +$148K | 0.06% | 156 |
|
|
2016
Q1 | $55K | Sell |
2,047
-74
| -3% | -$1.99K | 0.02% | 228 |
|
|
2015
Q4 | $54K | Buy |
2,121
+1
| +0% | +$25 | 0.02% | 243 |
|
|
2015
Q3 | $51K | Buy |
+2,120
| New | +$51K | 0.02% | 212 |
|
|
2014
Q1 | – | Sell |
-8,870
| Closed | -$223K | – | 132 |
|
|
2013
Q4 | $223K | Buy |
8,870
+965
| +12% | +$24.3K | 0.1% | 117 |
|
|
2013
Q3 | $202K | Buy |
+7,905
| New | +$202K | 0.09% | 117 |
|