MYCIO Wealth Partners’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-73
| Closed | -$2K | – | 1135 |
|
|
2016
Q2 | $2K | Buy |
73
+33
| +83% | +$904 | ﹤0.01% | 944 |
|
|
2016
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 813 |
|
|
2015
Q4 | – | Sell |
-360
| Closed | -$10K | – | 916 |
|
|
2015
Q3 | $10K | Buy |
+360
| New | +$10K | ﹤0.01% | 560 |
|