JFM
Jackson Financial Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.64M | Sell |
15,815
-1,981
| -11% | -$582K | 2.4% | 14 |
|
|
2019
Q3 | $3.99M | Sell |
17,796
-135
| -0.8% | -$30.2K | 2.41% | 14 |
|
|
2019
Q2 | $3.55M | Sell |
17,931
-45
| -0.3% | -$8.91K | 2.31% | 17 |
|
|
2019
Q1 | $3.42M | Sell |
17,976
-1,202
| -6% | -$228K | 2.27% | 17 |
|
|
2018
Q4 | $3.03M | Sell |
19,178
-152
| -0.8% | -$24K | 3.34% | 12 |
|
|
2018
Q3 | $4.36M | Sell |
19,330
-118
| -0.6% | -$26.6K | 3.47% | 14 |
|
|
2018
Q2 | $3.6M | Sell |
19,448
-871
| -4% | -$161K | 3.21% | 14 |
|
|
2018
Q1 | $3.41M | Sell |
20,319
-1,189
| -6% | -$199K | 3.13% | 14 |
|
|
2017
Q4 | $3.64M | Buy |
+21,508
| New | +$3.64M | 3.33% | 14 |
|