JWM
Jackson Wealth Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,658
| Closed | -$515K | – | 102 |
|
|
2022
Q2 | $515K | Sell |
5,658
-12,170
| -68% | -$1.11M | 0.24% | 75 |
|
|
2022
Q1 | $2.35M | Sell |
17,828
-30,306
| -63% | -$3.99M | 0.33% | 72 |
|
|
2021
Q4 | $7.57M | Buy |
48,134
+33,288
| +224% | +$5.24M | 0.96% | 31 |
|
|
2021
Q3 | $5K | Buy |
14,846
+11,522
| +347% | +$3.88K | 0.06% | 78 |
|
|
2021
Q2 | $473K | Buy |
3,324
+1,519
| +84% | +$216K | 0.06% | 105 |
|
|
2021
Q1 | $241K | Buy |
+1,805
| New | +$241K | 0.04% | 113 |
|