Neville Rodie & Shaw’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $342K | Hold |
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|
2017
Q2 | $346K | Hold |
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|
2017
Q1 | $343K | Hold |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $349K | Hold |
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|
2016
Q2 | $350K | Hold |
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|
2016
Q1 | $344K | Hold |
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|
2015
Q4 | $342K | Hold |
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|
2015
Q3 | $326K | Hold |
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|
2015
Q2 | $319K | Hold |
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|
2015
Q1 | $335K | Hold |
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|
2014
Q4 | $325K | Hold |
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|
2014
Q3 | $309K | Sell |
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|
2014
Q2 | $319K | Hold |
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|
2014
Q1 | $304K | Hold |
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|
2013
Q4 | $286K | Sell |
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|
2013
Q3 | $320K | Sell |
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|
2013
Q2 | $406K | Buy |
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