Maryland Capital Management’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non JPM.PRE.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,775
| Closed | -$253K | – | 209 |
|
|
2019
Q2 | $253K | Hold |
9,775
| – | – | 0.03% | 163 |
|
|
2019
Q1 | $256K | Hold |
9,775
| – | – | 0.03% | 157 |
|
|
2018
Q4 | $248K | Hold |
9,775
| – | – | 0.04% | 154 |
|
|
2018
Q3 | $252K | Buy |
9,775
+1,175
| +14% | +$30.3K | 0.03% | 151 |
|
|
2018
Q2 | $224K | Hold |
8,600
| – | – | 0.03% | 153 |
|
|
2018
Q1 | $225K | Buy |
8,600
+1,000
| +13% | +$26.2K | 0.03% | 153 |
|
|
2017
Q4 | $206K | Buy |
+7,600
| New | +$206K | 0.03% | 163 |
|