JFA
BMS
JNBA Financial Advisors’s Bemis BMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-418
| Closed | -$23K | – | 711 |
|
|
2019
Q1 | $23K | Hold |
418
| – | – | ﹤0.01% | 315 |
|
|
2018
Q4 | $19K | Buy |
+418
| New | +$19K | ﹤0.01% | 306 |
|
|
2018
Q3 | – | Sell |
-418
| Closed | -$18K | – | 768 |
|
|
2018
Q2 | $18K | Hold |
418
| – | – | ﹤0.01% | 328 |
|
|
2018
Q1 | $18K | Hold |
418
| – | – | ﹤0.01% | 325 |
|
|
2017
Q4 | $20K | Hold |
418
| – | – | ﹤0.01% | 313 |
|
|
2017
Q3 | $19K | Hold |
418
| – | – | ﹤0.01% | 306 |
|
|
2017
Q2 | $19K | Hold |
418
| – | – | ﹤0.01% | 299 |
|
|
2017
Q1 | $20K | Hold |
418
| – | – | ﹤0.01% | 296 |
|
|
2016
Q4 | $20K | Buy |
418
+319
| +322% | +$15.3K | ﹤0.01% | 299 |
|
|
2016
Q3 | $5K | Sell |
99
-319
| -76% | -$16.1K | ﹤0.01% | 1265 |
|
|
2016
Q2 | $22K | Hold |
418
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $22K | Sell |
418
-316
| -43% | -$16.6K | 0.01% | 276 |
|
|
2015
Q4 | $33K | Hold |
734
| – | – | 0.01% | 230 |
|
|
2015
Q3 | $29K | Hold |
734
| – | – | 0.01% | 241 |
|
|
2015
Q2 | $33K | Hold |
734
| – | – | 0.01% | 222 |
|
|
2015
Q1 | $34K | Sell |
734
-315
| -30% | -$14.6K | 0.01% | 230 |
|
|
2014
Q4 | $47K | Hold |
1,049
| – | – | 0.02% | 199 |
|
|
2014
Q3 | $40K | Hold |
1,049
| – | – | 0.02% | 210 |
|
|
2014
Q2 | $43K | Hold |
1,049
| – | – | 0.02% | 190 |
|
|
2014
Q1 | $41K | Sell |
1,049
-315
| -23% | -$12.3K | 0.02% | 182 |
|
|
2013
Q4 | $56K | Hold |
1,364
| – | – | 0.03% | 159 |
|
|
2013
Q3 | $53K | Hold |
1,364
| – | – | 0.03% | 158 |
|
|
2013
Q2 | $53K | Buy |
+1,364
| New | +$53K | 0.04% | 150 |
|