JWM
Jackson Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,213
| Closed | -$5.66M | – | 127 |
|
|
2021
Q1 | $5.66M | Buy |
+22,213
| New | +$5.66M | 0.85% | 35 |
|
|
2020
Q3 | – | Sell |
-6,213
| Closed | -$1.14M | – | 126 |
|
|
2020
Q2 | $1.14M | Buy |
+6,213
| New | +$1.14M | 0.2% | 92 |
|
|
2019
Q4 | – | Sell |
-826
| Closed | -$310K | – | 152 |
|
|
2019
Q3 | $310K | Buy |
+826
| New | +$310K | 0.06% | 118 |
|