WCA
Windsor Creek Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $308K | Sell |
1,884
-7,500
| -80% | -$1.23M | 0.09% | 80 |
|
|
2021
Q3 | $1.54M | Buy |
9,384
+11
| +0.1% | +$1.8K | 0.44% | 55 |
|
|
2021
Q2 | $1.46M | Buy |
9,373
+11
| +0.1% | +$1.71K | 0.38% | 67 |
|
|
2021
Q1 | $1.43M | Sell |
9,362
-6,487
| -41% | -$987K | 0.37% | 58 |
|
|
2020
Q4 | $2.01M | Buy |
15,849
+2,098
| +15% | +$267K | 0.51% | 38 |
|
|
2020
Q3 | $1.32M | Buy |
13,751
+10,317
| +300% | +$993K | 0.38% | 56 |
|
|
2020
Q2 | $323K | Sell |
3,434
-3,760
| -52% | -$354K | 0.11% | 93 |
|
|
2020
Q1 | $648K | Buy |
7,194
+4,382
| +156% | +$395K | 0.23% | 68 |
|
|
2019
Q4 | $392 | Buy |
2,812
+21
| +0.8% | +$3 | 0.1% | 80 |
|
|
2019
Q3 | $328K | Buy |
2,791
+31
| +1% | +$3.64K | 0.08% | 85 |
|
|
2019
Q2 | $309K | Sell |
2,760
-5,701
| -67% | -$638K | 0.08% | 91 |
|
|
2019
Q1 | $860K | Sell |
8,461
-12,376
| -59% | -$1.26M | 0.23% | 59 |
|
|
2018
Q4 | $2.05M | Buy |
+20,837
| New | +$2.05M | 0.65% | 31 |
|