JFM
Jackson Financial Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-30,300
| Closed | -$2M | – | 39 |
|
|
2019
Q1 | $2M | Buy |
30,300
+1,805
| +6% | +$119K | 1.33% | 21 |
|
|
2018
Q4 | $1.63M | Sell |
28,495
-14,519
| -34% | -$833K | 1.8% | 17 |
|
|
2018
Q3 | $3.26M | Sell |
43,014
-350
| -0.8% | -$26.5K | 2.59% | 16 |
|
|
2018
Q2 | $3.29M | Buy |
43,364
+1,486
| +4% | +$113K | 2.93% | 15 |
|
|
2018
Q1 | $2.82M | Buy |
41,878
+3,755
| +10% | +$253K | 2.59% | 16 |
|
|
2017
Q4 | $2.76M | Buy |
+38,123
| New | +$2.76M | 2.52% | 16 |
|