WFG
JPM.PRD.CL
Windsor Financial Group’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-74,650
| Closed | -$1.85M | – | 90 |
|
|
2015
Q1 | $1.85M | Buy |
74,650
+200
| +0.3% | +$4.97K | 0.83% | 48 |
|
|
2014
Q4 | $1.79M | Buy |
74,450
+2,100
| +3% | +$50.5K | 0.85% | 48 |
|
|
2014
Q3 | $1.66M | Buy |
72,350
+1,250
| +2% | +$28.6K | 0.79% | 49 |
|
|
2014
Q2 | $1.63M | Buy |
71,100
+5,650
| +9% | +$130K | 0.8% | 49 |
|
|
2014
Q1 | $1.43M | Buy |
65,450
+2,800
| +4% | +$61.1K | 0.72% | 52 |
|
|
2013
Q4 | $1.29M | Buy |
62,650
+500
| +0.8% | +$10.3K | 0.71% | 52 |
|
|
2013
Q3 | $1.34M | Buy |
62,150
+19,750
| +47% | +$425K | 0.8% | 52 |
|
|
2013
Q2 | $1.02M | Buy |
+42,400
| New | +$1.02M | 0.65% | 53 |
|