Roosevelt Investment Group’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $2.62M | Sell |
|
|||||
|
2018
Q3 | $2.96M | Buy |
|
|||||
|
2018
Q2 | $2.91M | Buy |
|
|||||
|
2018
Q1 | $2.36M | Sell |
|
|||||
|
2017
Q4 | $2.41M | Sell |
|
|||||
|
2017
Q3 | $2.47M | Sell |
|
|||||
|
2017
Q2 | $2.58M | Sell |
|
|||||
|
2017
Q1 | $11.6M | Buy |
|
|||||
|
2016
Q4 | $10.8M | Sell |
|
|||||
|
2016
Q3 | $11.9M | Buy |
|
|||||
|
2016
Q2 | $10.4M | Buy |
|
|||||
|
2016
Q1 | $5.38M | Buy |
|
|||||
|
2015
Q4 | $4.67M | Buy |
|
|||||
|
2015
Q3 | $3.82M | Buy |
|
|||||
|
2015
Q2 | $3.01M | Buy |
|