Sonora Investment Management’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-65
| Closed | -$2K | – | 1138 |
|
2021
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 1677 |
|
2020
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 1613 |
|
2020
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 1673 |
|
2020
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 1621 |
|
2020
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1525 |
|
2017
Q4 | – | Sell |
-346
| Closed | -$8.76K | – | 1252 |
|
2017
Q3 | $8.76K | Buy |
+346
| New | +$8.76K | ﹤0.01% | 760 |
|