JWM
AY
Jackson Wealth Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-59,429
| Closed | -$2.13M | – | 134 |
|
|
2021
Q4 | $2.13M | Buy |
59,429
+1,720
| +3% | +$61.5K | 0.27% | 83 |
|
|
2021
Q3 | $9K | Buy |
57,709
+2,317
| +4% | +$361 | 0.11% | 70 |
|
|
2021
Q2 | $2.06M | Buy |
55,392
+2,580
| +5% | +$96K | 0.26% | 84 |
|
|
2021
Q1 | $1.94M | Buy |
52,812
+1,592
| +3% | +$58.3K | 0.29% | 82 |
|
|
2020
Q4 | $1.95M | Buy |
+51,220
| New | +$1.95M | 0.27% | 82 |
|