Wealthspire Advisors (Maryland)’s J.C. Penney Company, Inc. JCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,761
| Closed | -$3K | – | 2467 |
|
|
2019
Q1 | $3K | Buy |
1,761
+973
| +123% | +$1.66K | ﹤0.01% | 2093 |
|
|
2018
Q4 | $1K | Buy |
788
+491
| +165% | +$623 | ﹤0.01% | 2389 |
|
|
2018
Q3 | $0 | Sell |
297
-384
| -56% | – | ﹤0.01% | 2581 |
|
|
2018
Q2 | $2K | Sell |
681
-90
| -12% | -$264 | ﹤0.01% | 2242 |
|
|
2018
Q1 | $2K | Sell |
771
-684
| -47% | -$1.77K | ﹤0.01% | 2262 |
|
|
2017
Q4 | $5K | Buy |
1,455
+1,205
| +482% | +$4.14K | ﹤0.01% | 1867 |
|
|
2017
Q3 | $1K | Sell |
250
-513
| -67% | -$2.05K | ﹤0.01% | 2188 |
|
|
2017
Q2 | $4K | Sell |
763
-498
| -39% | -$2.61K | ﹤0.01% | 1866 |
|
|
2017
Q1 | $8K | Buy |
1,261
+151
| +14% | +$958 | ﹤0.01% | 1424 |
|
|
2016
Q4 | $9K | Buy |
1,110
+61
| +6% | +$495 | ﹤0.01% | 1271 |
|
|
2016
Q3 | $10K | Hold |
1,049
| – | – | ﹤0.01% | 1256 |
|
|
2016
Q2 | $9K | Buy |
1,049
+70
| +7% | +$601 | ﹤0.01% | 1230 |
|
|
2016
Q1 | $11K | Sell |
979
-312
| -24% | -$3.51K | ﹤0.01% | 1171 |
|
|
2015
Q4 | $9K | Buy |
+1,291
| New | +$9K | ﹤0.01% | 1237 |
|