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RTD Financial Advisors’s JPMorgan Chase JPM Stock Holding History

RTD Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,495
Closed -$204K – 113
2022
Q1 		$204K Buy
1,495
+106
+8% +$14.5K 0.03% 110
2021
Q4 		$220K Buy
+1,389
New +$220K 0.03% 110