Spirit of America Management Corp’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non JPM.PRE.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-24,500
| Closed | -$655K | – | 336 |
|
|
2017
Q3 | $655K | Hold |
24,500
| – | – | 0.07% | 180 |
|
|
2017
Q2 | $660K | Hold |
24,500
| – | – | 0.07% | 181 |
|
|
2017
Q1 | $663K | Hold |
24,500
| – | – | 0.07% | 173 |
|
|
2016
Q4 | $636K | Hold |
24,500
| – | – | 0.07% | 178 |
|
|
2016
Q3 | $681K | Hold |
24,500
| – | – | 0.09% | 163 |
|
|
2016
Q2 | $667K | Hold |
24,500
| – | – | 0.1% | 155 |
|
|
2016
Q1 | $645K | Hold |
24,500
| – | – | 0.11% | 155 |
|
|
2015
Q4 | $644K | Hold |
24,500
| – | – | 0.12% | 151 |
|
|
2015
Q3 | $633K | Sell |
24,500
-1,000
| -4% | -$25.8K | 0.13% | 149 |
|
|
2015
Q2 | $644K | Buy |
25,500
+11,500
| +82% | +$290K | 0.12% | 156 |
|
|
2015
Q1 | $364K | Hold |
14,000
| – | – | 0.08% | 225 |
|
|
2014
Q4 | $358K | Hold |
14,000
| – | – | 0.09% | 218 |
|
|
2014
Q3 | $350K | Hold |
14,000
| – | – | 0.11% | 224 |
|
|
2014
Q2 | $350K | Buy |
+14,000
| New | +$350K | 0.14% | 189 |
|