PRHC
P.R. Herzig & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,475
| Closed | -$409K | – | 48 |
|
|
2017
Q2 | $409K | Hold |
4,475
| – | – | 0.79% | 36 |
|
|
2017
Q1 | $393K | Hold |
4,475
| – | – | 0.76% | 38 |
|
|
2016
Q4 | $386K | Hold |
4,475
| – | – | 0.79% | 39 |
|
|
2016
Q3 | $298K | Hold |
4,475
| – | – | 0.58% | 47 |
|
|
2016
Q2 | $278K | Hold |
4,475
| – | – | 0.59% | 45 |
|
|
2016
Q1 | $265K | Buy |
+4,475
| New | +$265K | 0.58% | 43 |
|