MYCIO Wealth Partners’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-170
| Closed | -$4K | – | 1152 |
|
|
2016
Q2 | $4K | Buy |
170
+77
| +83% | +$1.81K | ﹤0.01% | 746 |
|
|
2016
Q1 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 742 |
|
|
2015
Q4 | – | Sell |
-854
| Closed | -$21K | – | 929 |
|
|
2015
Q3 | $21K | Buy |
+854
| New | +$21K | ﹤0.01% | 442 |
|