Kelly Lawrence W & Associates’s JPMorgan Chase & Co. JPM.PRH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $477K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $480K | Buy |
|
|||||
|
2019
Q3 | $313K | Hold |
|
|||||
|
2019
Q2 | $314K | Hold |
|
|||||
|
2019
Q1 | $317K | Hold |
|
|||||
|
2018
Q4 | $312K | Hold |
|
|||||
|
2018
Q3 | $312K | Hold |
|
|||||
|
2018
Q2 | $322K | Hold |
|
|||||
|
2018
Q1 | $320K | Hold |
|
|||||
|
2017
Q4 | $326K | Buy |
|
|||||
|
2017
Q3 | $293K | Hold |
|
|||||
|
2017
Q2 | $296K | Hold |
|
|||||
|
2017
Q1 | $287K | Buy |
|
|||||
|
2016
Q4 | $49K | Hold |
|
|||||
|
2016
Q3 | $52K | Hold |
|
|||||
|
2016
Q2 | $51K | Hold |
|
|||||
|
2016
Q1 | $50K | Buy |
|