Praetorian Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,628
| Closed | -$430K | – | 39 |
|
|
2021
Q3 | $430K | Hold |
2,628
| – | – | 0.15% | 46 |
|
|
2021
Q2 | $408K | Sell |
2,628
-300
| -10% | -$46.6K | 0.14% | 47 |
|
|
2021
Q1 | $445K | Buy |
2,928
+300
| +11% | +$45.6K | 0.16% | 46 |
|
|
2020
Q4 | $333K | Sell |
2,628
-96
| -4% | -$12.2K | 0.13% | 48 |
|
|
2020
Q3 | $262K | Hold |
2,724
| – | – | 0.12% | 54 |
|
|
2020
Q2 | $256K | Buy |
+2,724
| New | +$256K | 0.13% | 51 |
|