HVP
Hudson Value Partners’s Jackson Financial JXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-114,790
| Closed | -$3.51M | – | 102 |
|
|
2023
Q2 | $3.51M | Buy |
114,790
+2,235
| +2% | +$68.4K | 1.8% | 17 |
|
|
2023
Q1 | $4.21M | Sell |
112,555
-6,938
| -6% | -$260K | 2.4% | 10 |
|
|
2022
Q4 | $4.16M | Sell |
119,493
-917
| -0.8% | -$31.9K | 2.55% | 9 |
|
|
2022
Q3 | $3.34M | Sell |
120,410
-5,400
| -4% | -$150K | 2.25% | 13 |
|
|
2022
Q2 | $3.37M | Buy |
125,810
+1,000
| +0.8% | +$26.7K | 2.14% | 16 |
|
|
2022
Q1 | $5.52M | Buy |
124,810
+3,240
| +3% | +$143K | 2.84% | 5 |
|
|
2021
Q4 | $5.09M | Buy |
+121,570
| New | +$5.09M | 2.47% | 9 |
|