Pacific Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-20
| Closed | -$2K | – | 85 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 112 |
|
|
2015
Q1 | – | Sell |
-738
| Closed | -$46K | – | 120 |
|
|
2014
Q4 | $46K | Buy |
+738
| New | +$46K | 0.01% | 73 |
|
|
2014
Q2 | – | Sell |
-187
| Closed | -$11K | – | 57 |
|
|
2014
Q1 | $11K | Hold |
187
| – | – | ﹤0.01% | 49 |
|
|
2013
Q4 | $11K | Hold |
187
| – | – | 0.02% | 46 |
|
|
2013
Q3 | $9K | Hold |
187
| – | – | 0.01% | 45 |
|
|
2013
Q2 | $9K | Buy |
+187
| New | +$9K | 0.02% | 40 |
|