PWSG
Pacific Wealth Strategies Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,596
| Closed | -$432K | – | 85 |
|
|
2020
Q2 | $432K | Buy |
4,596
+45
| +1% | +$4.23K | 0.24% | 66 |
|
|
2020
Q1 | $410K | Buy |
4,551
+705
| +18% | +$63.5K | 0.28% | 67 |
|
|
2019
Q4 | $536K | Hold |
3,846
| – | – | 0.3% | 68 |
|
|
2019
Q3 | $453K | Buy |
3,846
+2,027
| +111% | +$239K | 0.28% | 71 |
|
|
2019
Q2 | $203K | Buy |
+1,819
| New | +$203K | 0.13% | 81 |
|