Lenox Wealth Management’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Hold |
0
| – | – | – | 275 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 151 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 155 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$20K | – | 160 |
|
|
2014
Q4 | $20K | Hold |
1,000
| – | – | 0.01% | 108 |
|
|
2014
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 111 |
|
|
2014
Q2 | $19K | Hold |
1,000
| – | – | 0.01% | 112 |
|
|
2014
Q1 | $20K | Hold |
1,000
| – | – | 0.01% | 117 |
|
|
2013
Q4 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 125 |
|