Wellington Shields Capital Management’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-21,150
| Closed | -$485K | – | 379 |
|
|
2014
Q2 | $485K | Buy |
21,150
+400
| +2% | +$9.17K | 0.08% | 224 |
|
|
2014
Q1 | $453K | Buy |
+20,750
| New | +$453K | 0.08% | 210 |
|
|
2013
Q4 | – | Sell |
-21,250
| Closed | -$457K | – | 351 |
|
|
2013
Q3 | $457K | Buy |
21,250
+450
| +2% | +$9.68K | 0.09% | 188 |
|
|
2013
Q2 | $499K | Buy |
+20,800
| New | +$499K | 0.09% | 193 |
|