JFM
Jackson Financial Management’s Invesco Semiconductors ETF PSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.92M | Buy |
73,255
+3,660
| +5% | +$246K | 2.54% | 13 |
|
|
2019
Q3 | $4.02M | Sell |
69,595
-170
| -0.2% | -$9.83K | 2.43% | 13 |
|
|
2019
Q2 | $3.79M | Sell |
69,765
-685
| -1% | -$37.2K | 2.47% | 16 |
|
|
2019
Q1 | $3.74M | Buy |
70,450
+53,885
| +325% | +$2.86M | 2.48% | 16 |
|
|
2018
Q4 | $734K | Sell |
16,565
-13,790
| -45% | -$611K | 0.81% | 20 |
|
|
2018
Q3 | $1.62M | Sell |
30,355
-4,225
| -12% | -$225K | 1.28% | 19 |
|
|
2018
Q2 | $1.8M | Sell |
34,580
-4,050
| -10% | -$211K | 1.61% | 18 |
|
|
2018
Q1 | $2.04M | Sell |
38,630
-125
| -0.3% | -$6.61K | 1.87% | 17 |
|
|
2017
Q4 | $1.96M | Buy |
+38,755
| New | +$1.96M | 1.79% | 17 |
|