Jackson Grant Investment Advisers’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$1.92K | – | 386 |
|
|
2024
Q4 | $1.92K | Hold |
4
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $1.84K | Hold |
4
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $1.63K | Hold |
4
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $1.82K | Hold |
4
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $1.91K | Hold |
4
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $1.75K | Hold |
4
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $1.6K | Hold |
4
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $1.66K | Buy |
+4
| New | +$1.66K | ﹤0.01% | 410 |
|