JFM
Jackson Financial Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,175
| Closed | -$558K | – | 36 |
|
|
2019
Q2 | $558K | Hold |
5,175
| – | – | 0.36% | 26 |
|
|
2019
Q1 | $540K | Hold |
5,175
| – | – | 0.36% | 28 |
|
|
2018
Q4 | $473K | Hold |
5,175
| – | – | 0.52% | 23 |
|
|
2018
Q3 | $553K | Hold |
5,175
| – | – | 0.44% | 26 |
|
|
2018
Q2 | $527K | Hold |
5,175
| – | – | 0.47% | 25 |
|
|
2018
Q1 | $515K | Hold |
5,175
| – | – | 0.47% | 24 |
|
|
2017
Q4 | $523K | Buy |
+5,175
| New | +$523K | 0.48% | 25 |
|