RCS
Retirement Capital Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,338
| Closed | -$212K | – | 76 |
|
|
2021
Q4 | $212K | Buy |
1,338
+6
| +0.5% | +$951 | 0.08% | 76 |
|
|
2021
Q3 | $218K | Buy |
1,332
+5
| +0.4% | +$818 | 0.08% | 69 |
|
|
2021
Q2 | $206K | Buy |
1,327
+6
| +0.5% | +$931 | 0.08% | 78 |
|
|
2021
Q1 | $201K | Buy |
+1,321
| New | +$201K | 0.08% | 74 |
|