VWM
Vector Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $336K | Sell |
3,883
-332
| -8% | -$28.7K | 0.24% | 57 |
|
|
2016
Q3 | $280K | Sell |
4,215
-148
| -3% | -$9.83K | 0.19% | 66 |
|
|
2016
Q2 | $271K | Buy |
4,363
+97
| +2% | +$6.03K | 0.18% | 68 |
|
|
2016
Q1 | $253K | Hold |
4,266
| – | – | 0.19% | 66 |
|
|
2015
Q4 | $282K | Sell |
4,266
-1
| -0% | -$66 | 0.22% | 63 |
|
|
2015
Q3 | $285K | Hold |
4,267
| – | – | 0.22% | 59 |
|
|
2015
Q2 | $290K | Buy |
4,267
+103
| +2% | +$7K | 0.23% | 53 |
|
|
2015
Q1 | $252K | Buy |
4,164
+305
| +8% | +$18.5K | 0.2% | 62 |
|
|
2014
Q4 | $242K | Buy |
3,859
+128
| +3% | +$8.03K | 0.18% | 61 |
|
|
2014
Q3 | $225K | Buy |
+3,731
| New | +$225K | 0.17% | 52 |
|
|
2014
Q2 | – | Sell |
-3,322
| Closed | -$202K | – | 54 |
|
|
2014
Q1 | $202K | Buy |
+3,322
| New | +$202K | 0.15% | 52 |
|