MKD Wealth Coaches’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,773
| Closed | -$247K | – | 49 |
|
|
2019
Q4 | $247K | Hold |
1,773
| – | – | 0.21% | 49 |
|
|
2019
Q3 | $209K | Hold |
1,773
| – | – | 0.22% | 46 |
|
|
2019
Q2 | $198K | Hold |
1,773
| – | – | 0.18% | 47 |
|
|
2019
Q1 | $179K | Buy |
1,773
+9
| +0.5% | +$909 | 0.18% | 46 |
|
|
2018
Q4 | $172K | Buy |
+1,764
| New | +$172K | 0.2% | 52 |
|