Jackson Wealth Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,972	Closed	-$1.34M	–	139
2022 Q4	$1.34M	Sell	9,972 -4,218	-30%	-$566K	0.49%	55
2022 Q3	$2.05M	Buy	+14,190	New	+$2.05M	0.4%	58