JFM
Jackson Financial Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-187,545
| Closed | -$7.21M | – | 38 |
|
|
2018
Q3 | $7.21M | Sell |
187,545
-5,934
| -3% | -$228K | 5.73% | 6 |
|
|
2018
Q2 | $7.65M | Buy |
193,479
+16,170
| +9% | +$640K | 6.82% | 4 |
|
|
2018
Q1 | $7.23M | Sell |
177,309
-1,190
| -0.7% | -$48.5K | 6.64% | 5 |
|
|
2017
Q4 | $7.9M | Buy |
+178,499
| New | +$7.9M | 7.22% | 5 |
|