Mosaic Family Wealth’s J.C. Penney Company, Inc. JCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,200
| Closed | -$3K | – | 678 |
|
|
2019
Q1 | $3K | Hold |
2,200
| – | – | ﹤0.01% | 631 |
|
|
2018
Q4 | $2K | Hold |
2,200
| – | – | ﹤0.01% | 606 |
|
|
2018
Q3 | $3K | Hold |
2,200
| – | – | ﹤0.01% | 596 |
|
|
2018
Q2 | $5K | Hold |
2,200
| – | – | ﹤0.01% | 595 |
|
|
2018
Q1 | $7K | Hold |
2,200
| – | – | ﹤0.01% | 561 |
|
|
2017
Q4 | $7K | Hold |
2,200
| – | – | ﹤0.01% | 567 |
|
|
2017
Q3 | $8K | Hold |
2,200
| – | – | ﹤0.01% | 609 |
|
|
2017
Q2 | $10K | Buy |
2,200
+500
| +29% | +$2.27K | ﹤0.01% | 497 |
|
|
2017
Q1 | $10K | Buy |
1,700
+700
| +70% | +$4.12K | ﹤0.01% | 504 |
|
|
2016
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 514 |
|
|
2016
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 524 |
|
|
2016
Q2 | $9K | Buy |
1,000
+500
| +100% | +$4.5K | ﹤0.01% | 544 |
|
|
2016
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 609 |
|
|
2015
Q4 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 657 |
|