JFM
Jackson Financial Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $240K | Hold |
179
| – | – | 0.12% | 42 |
|
|
2019
Q3 | $219K | Buy |
+179
| New | +$219K | 0.13% | 33 |
|
|
2019
Q2 | – | Sell |
-179
| Closed | -$211K | – | 37 |
|
|
2019
Q1 | $211K | Sell |
179
-53
| -23% | -$62.5K | 0.14% | 36 |
|
|
2018
Q4 | $242K | Buy |
232
+50
| +27% | +$52.2K | 0.27% | 30 |
|
|
2018
Q3 | $220K | Buy |
+182
| New | +$220K | 0.17% | 38 |
|