Diversified Trust’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,100
| Closed | -$364K | – | 884 |
|
|
2023
Q4 | $364K | Sell |
7,100
-19
| -0.3% | -$973 | 0.01% | 596 |
|
|
2023
Q3 | $272K | Buy |
+7,119
| New | +$272K | 0.01% | 658 |
|
|
2023
Q2 | – | Sell |
-6,701
| Closed | -$251K | – | 869 |
|
|
2023
Q1 | $251K | Buy |
+6,701
| New | +$251K | 0.01% | 695 |
|
|
2022
Q2 | – | Sell |
-6,269
| Closed | -$277K | – | 811 |
|
|
2022
Q1 | $277K | Buy |
+6,269
| New | +$277K | 0.01% | 650 |
|