LCP
Legacy Capital Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $762K | Buy |
5,591
+75
| +1% | +$10.2K | 0.25% | 82 |
|
|
2021
Q4 | $874K | Buy |
5,516
+60
| +1% | +$9.51K | 0.28% | 79 |
|
|
2021
Q3 | $893K | Sell |
5,456
-75
| -1% | -$12.3K | 0.32% | 76 |
|
|
2021
Q2 | $860K | Sell |
5,531
-25
| -0.4% | -$3.89K | 0.31% | 80 |
|
|
2021
Q1 | $846K | Buy |
5,556
+100
| +2% | +$15.2K | 0.32% | 80 |
|
|
2020
Q4 | $693K | Buy |
5,456
+950
| +21% | +$121K | 0.27% | 81 |
|
|
2020
Q3 | $434K | Sell |
4,506
-50
| -1% | -$4.82K | 0.18% | 101 |
|
|
2020
Q2 | $429K | Buy |
4,556
+625
| +16% | +$58.9K | 0.18% | 97 |
|
|
2020
Q1 | $354K | Buy |
3,931
+376
| +11% | +$33.9K | 0.18% | 93 |
|
|
2019
Q4 | $496K | Buy |
3,555
+150
| +4% | +$20.9K | 0.2% | 92 |
|
|
2019
Q3 | $401K | Sell |
3,405
-100
| -3% | -$11.8K | 0.18% | 98 |
|
|
2019
Q2 | $392K | Buy |
3,505
+200
| +6% | +$22.4K | 0.17% | 97 |
|
|
2019
Q1 | $335K | Sell |
3,305
-105
| -3% | -$10.6K | 0.16% | 104 |
|
|
2018
Q4 | $333K | Sell |
3,410
-65
| -2% | -$6.35K | 0.18% | 102 |
|
|
2018
Q3 | $393K | Hold |
3,475
| – | – | 0.18% | 98 |
|
|
2018
Q2 | $362K | Sell |
3,475
-50
| -1% | -$5.21K | 0.18% | 101 |
|
|
2018
Q1 | $388K | Hold |
3,525
| – | – | 0.19% | 94 |
|
|
2017
Q4 | $377K | Hold |
3,525
| – | – | 0.19% | 90 |
|
|
2017
Q3 | $337K | Hold |
3,525
| – | – | 0.18% | 89 |
|
|
2017
Q2 | $322K | Hold |
3,525
| – | – | 0.17% | 92 |
|
|
2017
Q1 | $310K | Buy |
3,525
+265
| +8% | +$23.3K | 0.17% | 93 |
|
|
2016
Q4 | $282K | Buy |
+3,260
| New | +$282K | 0.17% | 97 |
|