WEPOG
Wealth Enhancement & Preservation of GA’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,453
| Closed | -$695K | – | 58 |
|
|
2020
Q3 | $695K | Buy |
7,453
+2,084
| +39% | +$194K | 0.72% | 34 |
|
|
2020
Q2 | $482K | Sell |
5,369
-2,459
| -31% | -$221K | 0.6% | 35 |
|
|
2020
Q1 | $676K | Sell |
7,828
-6,020
| -43% | -$520K | 0.64% | 23 |
|
|
2019
Q4 | $1.93M | Buy |
+13,848
| New | +$1.93M | 0.99% | 13 |
|