Capital Asset Advisory Services’s Jackson Financial JXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,249
Closed -$239K 334
2024
Q2
$239K Sell
3,249
-72
-2% -$5.3K 0.01% 285
2024
Q1
$221K Sell
3,321
-965
-23% -$64.2K 0.01% 296
2023
Q4
$219K Buy
+4,286
New +$219K 0.01% 281