JWM
Jackson Wealth Management’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,926
| Closed | -$719K | – | 91 |
|
|
2022
Q1 | $719K | Sell |
27,926
-128,260
| -82% | -$3.3M | 0.1% | 95 |
|
|
2021
Q4 | $3.8M | Buy |
156,186
+4,898
| +3% | +$119K | 0.48% | 62 |
|
|
2021
Q3 | $3K | Buy |
151,288
+67,589
| +81% | +$1.34K | 0.04% | 82 |
|
|
2021
Q2 | $2.18M | Buy |
83,699
+5,009
| +6% | +$131K | 0.28% | 80 |
|
|
2021
Q1 | $2.11M | Buy |
78,690
+862
| +1% | +$23.1K | 0.32% | 78 |
|
|
2020
Q4 | $1.83M | Buy |
77,828
+11,348
| +17% | +$267K | 0.25% | 86 |
|
|
2020
Q3 | $1.2M | Buy |
+66,480
| New | +$1.2M | 0.18% | 92 |
|