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Company Main View
Name:
JACOBUS WEALTH MANAGEMENT, INC.
City:
MILWAUKEE
State:
WI
Zip:
53226
Achive data
View Filing Period:
Current Quarter
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
2012-12-31
2012-09-30
2012-06-30
2012-03-31
2011-12-31
2011-09-30
2011-06-30
2011-03-31
2010-12-31
2010-09-30
2010-06-30
2010-03-31
2009-12-31
Portfolio Summary
View Filing
Filing Report Date :
2017-09-30
Total Value :
$381,967,000
Total Value Change :
$11,158,000
Securities Held Change :
2
All Securities Held :
207
New Positions
:
2
Closed Positions
:
2
Increased Positions
:
43
Unchanged Positions
:
127
Decreased Positions
:
35
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Holdings Found :
2
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
SBRA
Sabra Health Care Reit, Inc.
135
New
$14.61
$284,000
12,956
0.07%
284,000
12,956
0.007
N/A
SCHG
Schwab Strategic Trust
197
New
$92.74
$121,000
1,825
0.03%
121,000
1,825
0.002
Closed - End Fund - Debt
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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