Roosevelt Investment Group’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $457K | Hold |
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|
2018
Q3 | $460K | Hold |
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|
2018
Q2 | $472K | Sell |
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|
2018
Q1 | $497K | Hold |
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|
2017
Q4 | $514K | Hold |
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|
2017
Q3 | $511K | Hold |
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|
2017
Q2 | $513K | Sell |
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|
2017
Q1 | $537K | Hold |
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|
2016
Q4 | $527K | Hold |
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|
2016
Q3 | $554K | Sell |
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|
2016
Q2 | $582K | Hold |
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|
2016
Q1 | $571K | Sell |
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|
2015
Q4 | $580K | Sell |
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|
2015
Q3 | $587K | Hold |
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|
2015
Q2 | $574K | Sell |
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|
2015
Q1 | $600K | Sell |
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|
2014
Q4 | $594K | Hold |
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|
2014
Q3 | $575K | Buy |
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|
2014
Q2 | $569K | Sell |
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|
2014
Q1 | $602K | Buy |
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