JFM
Jackson Financial Management’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,817
| Closed | -$491K | – | 40 |
|
|
2019
Q1 | $491K | Buy |
11,817
+175
| +2% | +$7.27K | 0.33% | 29 |
|
|
2018
Q4 | $426K | Sell |
11,642
-7,850
| -40% | -$287K | 0.47% | 25 |
|
|
2018
Q3 | $947K | Hold |
19,492
| – | – | 0.75% | 22 |
|
|
2018
Q2 | $838K | Sell |
19,492
-4,535
| -19% | -$195K | 0.75% | 21 |
|
|
2018
Q1 | $1.01M | Buy |
24,027
+2,415
| +11% | +$101K | 0.92% | 21 |
|
|
2017
Q4 | $940K | Buy |
+21,612
| New | +$940K | 0.86% | 20 |
|