Ruggie Capital Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-60
| Closed | -$6K | – | 311 |
|
|
2018
Q4 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 353 |
|
|
2018
Q3 | – | Sell |
-25
| Closed | -$3K | – | 272 |
|
|
2018
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 290 |
|
|
2015
Q4 | – | Sell |
-58
| Closed | -$4K | – | 96 |
|
|
2015
Q3 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 162 |
|