JFM
Jackson Financial Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $12.1M | Buy |
224,757
+8,655
| +4% | +$466K | 6.24% | 6 |
|
|
2019
Q3 | $11.4M | Buy |
216,102
+795
| +0.4% | +$41.8K | 6.86% | 5 |
|
|
2019
Q2 | $11M | Buy |
215,307
+2,563
| +1% | +$131K | 7.19% | 3 |
|
|
2019
Q1 | $10.6M | Buy |
212,744
+109,405
| +106% | +$5.43M | 7.02% | 4 |
|
|
2018
Q4 | $4.59M | Sell |
103,339
-110,673
| -52% | -$4.91M | 5.07% | 8 |
|
|
2018
Q3 | $10.4M | Sell |
214,012
-1,585
| -0.7% | -$76.9K | 8.25% | 3 |
|
|
2018
Q2 | $10.1M | Buy |
215,597
+3,007
| +1% | +$141K | 9.03% | 2 |
|
|
2018
Q1 | $9.52M | Buy |
+212,590
| New | +$9.52M | 8.74% | 2 |
|