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Jackson Financial Management’s Charles Schwab SCHW Stock Holding History

Jackson Financial Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,738
Closed -$282K – 46
2019
Q3 		$282K Hold
6,738
– – 0.17% 31
2019
Q2 		$271K Hold
6,738
– – 0.18% 33
2019
Q1 		$288K Buy
+6,738
New +$288K 0.19% 35